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 | $50,603 | $65,561-22.8% | $86,188-41.3% | $75,163-32.7% |
| Participation rate | 73.5% | 60.5%+13.0pp | 69.0%+4.5pp | 67.2%+6.3pp |
| Annual return | 0.48% | 46.05%-45.6pp | 1168.45%-1168.0pp | 160.62%-160.1pp |
| Employer contribution / active EE | $4,082 | $1,553+162.9% | $2,380+71.5% | $2,670+52.9% |
| Participant deferral / active EE | $1,511 | $3,024-50.0% | $3,985-62.1% | $4,125-63.4% |
| Admin fee / account holder | $6,484 | $5,474+18.4% | $6,852-5.4% | $5,651+14.7% |