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 | $19,628 | $115,770-83.0% | $101,248-80.6% | $158,922-87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.21% | 56.14%-58.4pp | 46.47%-48.7pp | 302.83%-305.0pp |
| Employer contribution / active EE | $6,899 | $4,175+65.3% | $3,660+88.5% | $4,761+44.9% |
| Participant deferral / active EE | $2,903 | $4,957-41.4% | $4,370-33.6% | $5,982-51.5% |
| Admin fee / account holder | $10,094 | $7,245+39.3% | $5,945+69.8% | $11,246-10.2% |