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 | $34,036 | $57,281-40.6% | $86,612-60.7% | $75,163-54.7% |
| Participation rate | 79.4% | 63.2%+16.2pp | 71.7%+7.7pp | 67.2%+12.2pp |
| Annual return | 7.51% | 2670.75%-2663.2pp | 591.07%-583.6pp | 160.62%-153.1pp |
| Employer contribution / active EE | $832 | $2,314-64.0% | $3,022-72.5% | $2,670-68.8% |
| Participant deferral / active EE | $1,217 | $3,318-63.3% | $4,438-72.6% | $4,125-70.5% |
| Admin fee / account holder | $2,064 | $4,112-49.8% | $5,614-63.2% | $5,651-63.5% |