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 | $43,050 | $65,703-34.5% | $94,224-54.3% | $59,632-27.8% |
| Participation rate | 71.8% | 72.1%-0.3pp | 78.8%-7.0pp | 68.7%+3.1pp |
| Annual return | -3.78% | 5.22%-9.0pp | 10.68%-14.5pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $503 | $2,021-75.1% | $3,587-86.0% | $2,203-77.2% |
| Participant deferral / active EE | $2,603 | $3,143-17.2% | $4,320-39.7% | $3,192-18.4% |
| Admin fee / account holder | $3,112 | $4,264-27.0% | $6,269-50.4% | $4,297-27.6% |