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 3-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 | $5,763 | $24,730-76.7% | $66,042-91.3% | $84,808-93.2% |
| Participation rate | 77.6% | 68.1%+9.5pp | 67.5%+10.1pp | 68.3%+9.3pp |
| Annual return | -4.70% | 79.55%-84.2pp | 52.11%-56.8pp | 40.90%-45.6pp |
| Employer contribution / active EE | $625 | $857-27.1% | $1,579-60.4% | $2,631-76.3% |
| Participant deferral / active EE | $1,742 | $1,737+0.3% | $2,835-38.6% | $4,212-58.6% |
| Admin fee / account holder | $1,565 | $3,014-48.1% | $5,747-72.8% | $7,344-78.7% |