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 | $99,167 | $75,828+30.8% | $147,614-32.8% | $59,632+66.3% |
| Participation rate | 83.9% | 71.6%+12.3pp | 84.6%-0.8pp | 68.7%+15.2pp |
| Annual return | -2.78% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,417 | $3,130+136.9% | $4,895+51.5% | $3,192+132.4% |
| Admin fee / account holder | $2,411 | $5,985-59.7% | $11,611-79.2% | $4,297-43.9% |