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 | $53,734 | $37,426+43.6% | $77,482-30.7% | $79,858-32.7% |
| Participation rate | 80.6% | 41.5%+39.1pp | 54.2%+26.5pp | 69.6%+11.0pp |
| Annual return | -0.01% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,463 | $637+915.2% | $986+555.2% | $2,471+161.6% |
| Participant deferral / active EE | $848 | $1,260-32.7% | $1,861-54.5% | $3,740-77.3% |
| Admin fee / account holder | $25,338 | $2,504+911.9% | $2,858+786.6% | $5,306+377.5% |