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 | $37,795 | $60,124-37.1% | $90,404-58.2% | $79,858-52.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.83% | 71.94%-69.1pp | 1293.02%-1290.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,032 | $2,068-50.1% | $3,262-68.3% | $2,471-58.2% |
| Participant deferral / active EE | $1,399 | $2,938-52.4% | $3,963-64.7% | $3,740-62.6% |
| Admin fee / account holder | $9,585 | $3,976+141.0% | $5,611+70.8% | $5,306+80.6% |