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 | $44,196 | $99,921-55.8% | $85,009-48.0% | $145,959-69.7% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | -1.76% | 83.89%-85.6pp | 66.47%-68.2pp | 561.95%-563.7pp |
| Employer contribution / active EE | $1,155 | $3,233-64.3% | $2,728-57.7% | $4,661-75.2% |
| Participant deferral / active EE | $1,662 | $5,293-68.6% | $4,522-63.2% | $6,689-75.2% |
| Admin fee / account holder | $24,319 | $7,252+235.4% | $6,153+295.3% | $13,398+81.5% |