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 | $16,954 | $57,281-70.4% | $86,612-80.4% | $75,163-77.4% |
| Participation rate | 84.8% | 63.2%+21.7pp | 71.7%+13.2pp | 67.2%+17.7pp |
| Annual return | 10.51% | 2670.75%-2660.2pp | 591.07%-580.6pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,949 | $2,314-15.8% | $3,022-35.5% | $2,670-27.0% |
| Participant deferral / active EE | $2,076 | $3,318-37.4% | $4,438-53.2% | $4,125-49.7% |
| Admin fee / account holder | $628 | $4,112-84.7% | $5,614-88.8% | $5,651-88.9% |