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 | $14,863 | $93,024-84.0% | $77,024-80.7% | $134,475-88.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -44.40% | 62.60%-107.0pp | 42.32%-86.7pp | 417.96%-462.4pp |
| Employer contribution / active EE | $577 | $3,418-83.1% | $2,812-79.5% | $4,740-87.8% |
| Participant deferral / active EE | $1,575 | $5,238-69.9% | $4,426-64.4% | $6,400-75.4% |
| Admin fee / account holder | $1,395 | $6,944-79.9% | $5,425-74.3% | $11,426-87.8% |