See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,792 | $197,591-73.3% | $177,821-70.3% | $158,922-66.8% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | -5.01% | 58.76%-63.8pp | 48.32%-53.3pp | 302.83%-307.8pp |
| Employer contribution / active EE | $2,024 | $6,697-69.8% | $5,918-65.8% | $4,761-57.5% |
| Participant deferral / active EE | $3,858 | $8,405-54.1% | $7,714-50.0% | $5,982-35.5% |
| Admin fee / account holder | $579 | $15,399-96.2% | $12,427-95.3% | $11,246-94.8% |