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 | $33,318 | $93,024-64.2% | $77,024-56.7% | $134,475-75.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.79% | 62.60%-87.4pp | 42.32%-67.1pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,733 | $3,418-49.3% | $2,812-38.4% | $4,740-63.4% |
| Participant deferral / active EE | $2,177 | $5,238-58.4% | $4,426-50.8% | $6,400-66.0% |
| Admin fee / account holder | $902 | $6,944-87.0% | $5,425-83.4% | $11,426-92.1% |