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 4-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 | $13,670 | $88,751-84.6% | $81,812-83.3% | $145,922-90.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 4.96% | 1025.40%-1020.4pp | 773.79%-768.8pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,239 | $3,083-27.4% | $2,912-23.1% | $4,660-52.0% |
| Participant deferral / active EE | $3,440 | $4,643-25.9% | $4,319-20.4% | $6,688-48.6% |
| Admin fee / account holder | $35,050 | $8,415+316.5% | $7,386+374.5% | $13,397+161.6% |