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 | $42,778 | $88,751-51.8% | $81,812-47.7% | $145,922-70.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 7.43% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,509 | $3,083-18.6% | $2,912-13.9% | $4,660-46.2% |
| Participant deferral / active EE | $2,984 | $4,643-35.7% | $4,319-30.9% | $6,688-55.4% |
| Admin fee / account holder | $1,402 | $8,415-83.3% | $7,386-81.0% | $13,397-89.5% |