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 | $25,386 | $57,281-55.7% | $86,612-70.7% | $75,163-66.2% |
| Participation rate | 79.4% | 63.2%+16.2pp | 71.7%+7.7pp | 67.2%+12.2pp |
| Annual return | 8.20% | 2670.75%-2662.5pp | 591.07%-582.9pp | 160.62%-152.4pp |
| Employer contribution / active EE | $2,251 | $2,314-2.7% | $3,022-25.5% | $2,670-15.7% |
| Participant deferral / active EE | $3,474 | $3,318+4.7% | $4,438-21.7% | $4,125-15.8% |
| Admin fee / account holder | $13,598 | $4,112+230.7% | $5,614+142.2% | $5,651+140.6% |