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 | $64,209 | $105,931-39.4% | $81,930-21.6% | $158,922-59.6% |
| Participation rate | 81.0% | 75.6%+5.3pp | 72.0%+9.0pp | 82.0%-1.0pp |
| Annual return | -2.89% | 38.17%-41.1pp | 29.49%-32.4pp | 302.83%-305.7pp |
| Employer contribution / active EE | $2,501 | $7,800-67.9% | $4,310-42.0% | $4,761-47.5% |
| Participant deferral / active EE | $5,010 | $13,003-61.5% | $7,107-29.5% | $5,982-16.3% |
| Admin fee / account holder | $43,511 | $8,489+412.5% | $5,158+743.6% | $11,246+286.9% |