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 | $47,561 | $93,024-48.9% | $77,024-38.3% | $134,475-64.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.98% | 62.60%-86.6pp | 42.32%-66.3pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,625 | $3,418-23.2% | $2,812-6.6% | $4,740-44.6% |
| Participant deferral / active EE | $6,988 | $5,238+33.4% | $4,426+57.9% | $6,400+9.2% |
| Admin fee / account holder | $14,370 | $6,944+106.9% | $5,425+164.9% | $11,426+25.8% |