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 | $59,374 | $43,723+35.8% | $121,196-51.0% | $64,186-7.5% |
| Participation rate | 98.5% | 58.3%+40.2pp | 71.7%+26.7pp | 69.6%+28.9pp |
| Annual return | -8.83% | 68.91%-77.7pp | 16.93%-25.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $4,159 | $1,296+220.9% | $4,022+3.4% | $2,381+74.7% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,207 | $3,501-8.4% | $5,019-36.1% | $4,888-34.4% |