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 | $34,799 | $78,694-55.8% | $67,652-48.6% | $125,391-72.2% |
| Participation rate | 76.5% | 78.8%-2.3pp | 75.7%+0.8pp | 83.2%-6.7pp |
| Annual return | -3.55% | 9.46%-13.0pp | 6625.04%-6628.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,617 | $4,292-62.3% | $3,560-54.6% | $5,352-69.8% |
| Admin fee / account holder | $1,505 | $7,403-79.7% | $4,821-68.8% | $9,540-84.2% |