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 | $34,132 | $96,635-64.7% | $86,612-60.6% | $139,434-75.5% |
| Participation rate | 81.3% | 74.4%+6.8pp | 71.7%+9.6pp | 80.3%+0.9pp |
| Annual return | 10.37% | 106.41%-96.0pp | 591.07%-580.7pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,986 | $3,263-39.1% | $3,022-34.3% | $4,751-58.2% |
| Participant deferral / active EE | $4,706 | $4,836-2.7% | $4,438+6.1% | $6,710-29.9% |
| Admin fee / account holder | $37,559 | $6,408+486.1% | $5,614+569.0% | $11,403+229.4% |