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 4-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 | $103,805 | $93,024+11.6% | $77,024+34.8% | $134,475-22.8% |
| Participation rate | 70.8% | 74.5%-3.6pp | 67.9%+2.9pp | 81.2%-10.4pp |
| Annual return | -21.49% | 62.60%-84.1pp | 42.32%-63.8pp | 417.96%-439.5pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,168 | $5,238-39.5% | $4,426-28.4% | $6,400-50.5% |
| Admin fee / account holder | $23,714 | $6,944+241.5% | $5,425+337.1% | $11,426+107.5% |