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 5-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 | $48,580 | $45,152+7.6% | $73,843-34.2% | $59,632-18.5% |
| Participation rate | 86.8% | 64.0%+22.8pp | 73.4%+13.4pp | 68.7%+18.2pp |
| Annual return | -7.33% | 27.40%-34.7pp | 2267.84%-2275.2pp | 2041.28%-2048.6pp |
| Employer contribution / active EE | $4,238 | $1,902+122.9% | $2,787+52.1% | $2,203+92.4% |
| Participant deferral / active EE | $2,496 | $2,574-3.0% | $3,583-30.4% | $3,192-21.8% |
| Admin fee / account holder | $3,769 | $3,516+7.2% | $4,880-22.8% | $4,297-12.3% |