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 | $70,490 | $93,024-24.2% | $77,024-8.5% | $134,475-47.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -28.45% | 62.60%-91.0pp | 42.32%-70.8pp | 417.96%-446.4pp |
| Employer contribution / active EE | $4,596 | $3,418+34.5% | $2,812+63.4% | $4,740-3.0% |
| Participant deferral / active EE | $8,478 | $5,238+61.9% | $4,426+91.5% | $6,400+32.5% |
| Admin fee / account holder | $29,564 | $6,944+325.8% | $5,425+444.9% | $11,426+158.7% |