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 | $29,476 | $52,519-43.9% | $155,790-81.1% | $59,632-50.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -3.25% | 53.51%-56.8pp | 71.54%-74.8pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $3,189 | $1,589+100.6% | $3,836-16.9% | $2,203+44.8% |
| Participant deferral / active EE | $2,434 | $3,084-21.1% | $4,797-49.3% | $3,192-23.7% |
| Admin fee / account holder | $2,131 | $3,540-39.8% | $7,478-71.5% | $4,297-50.4% |