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 | $74,865 | $56,629+32.2% | $77,999-4.0% | $55,167+35.7% |
| Participation rate | 82.4% | 73.3%+9.1pp | 75.5%+6.8pp | 69.0%+13.4pp |
| Annual return | -3.44% | 2866.98%-2870.4pp | 425.96%-429.4pp | 169.23%-172.7pp |
| Employer contribution / active EE | $1,091 | $1,723-36.7% | $2,470-55.8% | $1,963-44.4% |
| Participant deferral / active EE | $4,116 | $2,777+48.2% | $3,497+17.7% | $3,054+34.8% |
| Admin fee / account holder | $2,339 | $467+401.5% | $5,480-57.3% | $504+364.3% |