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 | $54,310 | $44,850+21.1% | $60,547-10.3% | $59,632-8.9% |
| Participation rate | 85.0% | 59.5%+25.5pp | 68.0%+17.0pp | 68.7%+16.3pp |
| Annual return | -8.78% | 1074.14%-1082.9pp | 335.64%-344.4pp | 2041.28%-2050.1pp |
| Employer contribution / active EE | $343 | $1,462-76.6% | $2,419-85.8% | $2,203-84.4% |
| Participant deferral / active EE | $1,993 | $2,230-10.6% | $3,328-40.1% | $3,192-37.5% |
| Admin fee / account holder | $1,789 | $3,635-50.8% | $4,536-60.6% | $4,297-58.4% |