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 | $51,342 | $88,751-42.2% | $81,812-37.2% | $145,922-64.8% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 9.42% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,183 | $3,083-29.2% | $2,912-25.1% | $4,660-53.2% |
| Participant deferral / active EE | $2,376 | $4,643-48.8% | $4,319-45.0% | $6,688-64.5% |
| Admin fee / account holder | $39,404 | $8,415+368.2% | $7,386+433.5% | $13,397+194.1% |