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 | $49,973 | $88,751-43.7% | $81,812-38.9% | $145,922-65.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.09% | 1025.40%-1021.3pp | 773.79%-769.7pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,758 | $3,083-43.0% | $2,912-39.6% | $4,660-62.3% |
| Participant deferral / active EE | $3,171 | $4,643-31.7% | $4,319-26.6% | $6,688-52.6% |
| Admin fee / account holder | $2,317 | $8,415-72.5% | $7,386-68.6% | $13,397-82.7% |