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 | $58,411 | $93,024-37.2% | $77,024-24.2% | $134,475-56.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.15% | 62.60%-85.7pp | 42.32%-65.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,836 | $3,418-46.3% | $2,812-34.7% | $4,740-61.3% |
| Participant deferral / active EE | $2,344 | $5,238-55.2% | $4,426-47.0% | $6,400-63.4% |
| Admin fee / account holder | $717 | $6,944-89.7% | $5,425-86.8% | $11,426-93.7% |