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 | $23,629 | $92,222-74.4% | $76,768-69.2% | $135,375-82.5% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -11.20% | 5.46%-16.7pp | 2.43%-13.6pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,690 | $3,216-47.5% | $2,485-32.0% | $4,779-64.6% |
| Participant deferral / active EE | $1,862 | $4,509-58.7% | $3,852-51.6% | $5,609-66.8% |
| Admin fee / account holder | $723 | $10,748-93.3% | $6,675-89.2% | $10,827-93.3% |