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 | $30,597 | $48,570-37.0% | $130,648-76.6% | $72,985-58.1% |
| Participation rate | 94.0% | 58.6%+35.4pp | 71.7%+22.3pp | 69.5%+24.5pp |
| Annual return | -0.61% | 38.63%-39.2pp | 1708.96%-1709.6pp | 81.00%-81.6pp |
| Employer contribution / active EE | $1,491 | $1,334+11.8% | $4,092-63.6% | $2,440-38.9% |
| Participant deferral / active EE | $3,583 | $2,384+50.3% | $3,603-0.6% | $3,607-0.7% |
| Admin fee / account holder | $5,617 | $3,549+58.3% | $5,464+2.8% | $5,124+9.6% |