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 | $44,203 | $57,281-22.8% | $86,612-49.0% | $75,163-41.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.81% | 2670.75%-2658.9pp | 591.07%-579.3pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,891 | $2,314-18.3% | $3,022-37.4% | $2,670-29.2% |
| Participant deferral / active EE | $3,039 | $3,318-8.4% | $4,438-31.5% | $4,125-26.3% |
| Admin fee / account holder | $13,675 | $4,112+232.6% | $5,614+143.6% | $5,651+142.0% |