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 | $47,122 | $60,124-21.6% | $90,404-47.9% | $79,858-41.0% |
| Participation rate | 80.6% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.0pp |
| Annual return | -5.86% | 71.94%-77.8pp | 1293.02%-1298.9pp | 31.71%-37.6pp |
| Employer contribution / active EE | $1,877 | $2,068-9.2% | $3,262-42.4% | $2,471-24.0% |
| Participant deferral / active EE | $3,688 | $2,938+25.5% | $3,963-6.9% | $3,740-1.4% |
| Admin fee / account holder | $2,510 | $3,976-36.9% | $5,611-55.3% | $5,306-52.7% |