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 | $41,651 | $65,703-36.6% | $94,224-55.8% | $59,632-30.2% |
| Participation rate | 77.1% | 72.1%+5.0pp | 78.8%-1.7pp | 68.7%+8.4pp |
| Annual return | -4.52% | 5.22%-9.7pp | 10.68%-15.2pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $1,411 | $2,021-30.2% | $3,587-60.7% | $2,203-35.9% |
| Participant deferral / active EE | $2,969 | $3,143-5.5% | $4,320-31.3% | $3,192-7.0% |
| Admin fee / account holder | $13,827 | $4,264+224.2% | $6,269+120.6% | $4,297+221.8% |