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 | $41,101 | $57,281-28.2% | $86,612-52.5% | $75,163-45.3% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 1.81% | 2670.75%-2668.9pp | 591.07%-589.3pp | 160.62%-158.8pp |
| Employer contribution / active EE | $5,723 | $2,314+147.3% | $3,022+89.4% | $2,670+114.4% |
| Participant deferral / active EE | $5,277 | $3,318+59.1% | $4,438+18.9% | $4,125+27.9% |
| Admin fee / account holder | $3,158 | $4,112-23.2% | $5,614-43.7% | $5,651-44.1% |