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 | $11,428 | $57,281-80.0% | $86,612-86.8% | $75,163-84.8% |
| Participation rate | 95.8% | 63.2%+32.6pp | 71.7%+24.1pp | 67.2%+28.6pp |
| Annual return | -4.79% | 2670.75%-2675.5pp | 591.07%-595.9pp | 160.62%-165.4pp |
| Employer contribution / active EE | $840 | $2,314-63.7% | $3,022-72.2% | $2,670-68.5% |
| Participant deferral / active EE | $1,060 | $3,318-68.1% | $4,438-76.1% | $4,125-74.3% |
| Admin fee / account holder | $933 | $4,112-77.3% | $5,614-83.4% | $5,651-83.5% |