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 | $28,212 | $43,723-35.5% | $121,196-76.7% | $64,186-56.0% |
| Participation rate | 86.7% | 58.3%+28.3pp | 71.7%+14.9pp | 69.6%+17.1pp |
| Annual return | -8.45% | 68.91%-77.4pp | 16.93%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $5,118 | $1,296+294.9% | $4,022+27.3% | $2,381+115.0% |
| Participant deferral / active EE | $3,831 | $2,280+68.0% | $3,344+14.5% | $3,470+10.4% |
| Admin fee / account holder | $1,270 | $3,501-63.7% | $5,019-74.7% | $4,888-74.0% |