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 | $25,944 | $52,519-50.6% | $155,790-83.3% | $59,632-56.5% |
| Participation rate | 78.8% | 61.7%+17.1pp | 76.1%+2.7pp | 68.7%+10.1pp |
| Annual return | -4.69% | 53.51%-58.2pp | 71.54%-76.2pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $559 | $1,589-64.8% | $3,836-85.4% | $2,203-74.6% |
| Participant deferral / active EE | $1,130 | $3,084-63.4% | $4,797-76.5% | $3,192-64.6% |
| Admin fee / account holder | $2,491 | $3,540-29.6% | $7,478-66.7% | $4,297-42.0% |