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 | $47,053 | $65,041-27.7% | $90,951-48.3% | $79,858-41.1% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.0%+27.3pp | 69.6%+26.7pp |
| Annual return | -9.75% | 30.45%-40.2pp | 134.60%-144.4pp | 31.71%-41.5pp |
| Employer contribution / active EE | $1,775 | $1,247+42.3% | $2,122-16.4% | $2,471-28.2% |
| Participant deferral / active EE | $3,355 | $2,512+33.6% | $3,373-0.5% | $3,740-10.3% |
| Admin fee / account holder | $804 | $4,536-82.3% | $5,959-86.5% | $5,306-84.8% |