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 | $51,694 | $48,795+5.9% | $65,493-21.1% | $84,808-39.0% |
| Participation rate | 87.5% | 67.0%+20.5pp | 73.1%+14.4pp | 68.3%+19.2pp |
| Annual return | 8.99% | 20.20%-11.2pp | 982.45%-973.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,103 | $1,930-42.9% | $2,574-57.2% | $2,631-58.1% |
| Participant deferral / active EE | $2,145 | $2,928-26.8% | $3,961-45.8% | $4,212-49.1% |
| Admin fee / account holder | $2,349 | $3,877-39.4% | $5,028-53.3% | $7,344-68.0% |