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 | $48,877 | $25,979+88.1% | $71,735-31.9% | $68,494-28.6% |
| Participation rate | 80.8% | 54.5%+26.3pp | 62.3%+18.5pp | 67.9%+12.9pp |
| Annual return | -21.06% | -15.10%-6.0pp | 9.14%-30.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $469 | $900-47.9% | $1,704-72.5% | $2,596-81.9% |
| Participant deferral / active EE | $3,529 | $1,522+131.8% | $2,658+32.8% | $4,027-12.4% |
| Admin fee / account holder | $11,357 | $2,022+461.8% | $3,974+185.8% | $5,403+110.2% |