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 | $10,274 | $57,281-82.1% | $86,612-88.1% | $75,163-86.3% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 12.35% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.3pp |
| Employer contribution / active EE | $773 | $2,314-66.6% | $3,022-74.4% | $2,670-71.0% |
| Participant deferral / active EE | $1,545 | $3,318-53.4% | $4,438-65.2% | $4,125-62.6% |
| Admin fee / account holder | $2,239 | $4,112-45.5% | $5,614-60.1% | $5,651-60.4% |