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 | $190,142 | $45,863+314.6% | $77,024+146.9% | $68,494+177.6% |
| Participation rate | 76.9% | 55.9%+21.0pp | 67.9%+9.0pp | 67.9%+9.0pp |
| Annual return | -22.63% | 1.72%-24.4pp | 42.32%-64.9pp | -7.84%-14.8pp |
| Employer contribution / active EE | $875 | $1,650-47.0% | $2,812-68.9% | $2,596-66.3% |
| Participant deferral / active EE | $2,514 | $2,962-15.1% | $4,426-43.2% | $4,027-37.6% |
| Admin fee / account holder | $8,775 | $3,041+188.6% | $5,425+61.7% | $5,403+62.4% |