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 | $25,857 | $70,002-63.1% | $115,037-77.5% | $52,331-50.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -2.50% | 4.04%-6.5pp | 26.14%-28.6pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,554 | $2,715-42.8% | $4,608-66.3% | $1,882-17.4% |
| Participant deferral / active EE | $2,809 | $4,920-42.9% | $6,026-53.4% | $3,022-7.0% |
| Admin fee / account holder | $339 | $566-40.1% | $8,175-95.9% | $592-42.7% |