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 | $32,624 | $48,230-32.4% | $67,502-51.7% | $80,856-59.7% |
| Participation rate | 73.0% | 66.4%+6.6pp | 72.9%+0.1pp | 67.6%+5.3pp |
| Annual return | 9.99% | 18.28%-8.3pp | 3512.12%-3502.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,299 | $2,020-35.7% | $2,731-52.4% | $2,755-52.8% |
| Participant deferral / active EE | $1,944 | $2,924-33.5% | $4,000-51.4% | $4,296-54.8% |
| Admin fee / account holder | $1,353 | $3,681-63.2% | $3,998-66.2% | $6,918-80.4% |