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 | $68,859 | $52,467+31.2% | $57,179+20.4% | $55,167+24.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | -0.00% | 7.72%-7.7pp | 14.59%-14.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,599 | $2,477-35.4% | $2,682-40.4% | $1,963-18.5% |
| Participant deferral / active EE | $1,566 | $2,830-44.7% | $3,096-49.4% | $3,054-48.7% |
| Admin fee / account holder | $865 | $269+221.3% | $3,139-72.5% | $504+71.6% |