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 | $31,914 | $72,177-55.8% | $115,037-72.3% | $59,632-46.5% |
| Participation rate | 83.8% | 72.6%+11.3pp | 81.4%+2.5pp | 68.7%+15.2pp |
| Annual return | -19.35% | 12.02%-31.4pp | 26.14%-45.5pp | 2041.28%-2060.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,123 | $4,783+69.8% | $6,026+34.8% | $3,192+154.5% |
| Admin fee / account holder | $5,814 | $4,927+18.0% | $8,175-28.9% | $4,297+35.3% |