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 | $33,998 | $72,400-53.0% | $67,502-49.6% | $145,922-76.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.21% | 7182.46%-7176.3pp | 3512.12%-3505.9pp | 561.29%-555.1pp |
| Employer contribution / active EE | $4,272 | $3,069+39.2% | $2,731+56.4% | $4,660-8.3% |
| Participant deferral / active EE | $11,662 | $4,783+143.8% | $4,000+191.5% | $6,688+74.4% |
| Admin fee / account holder | $142,120 | $5,539+2465.9% | $3,998+3455.1% | $13,397+960.8% |