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 | $46,747 | $65,561-28.7% | $86,188-45.8% | $75,163-37.8% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.0%+27.2pp | 67.2%+29.0pp |
| Annual return | 12.22% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,070 | $1,553+33.3% | $2,380-13.0% | $2,670-22.5% |
| Participant deferral / active EE | $1,442 | $3,024-52.3% | $3,985-63.8% | $4,125-65.0% |
| Admin fee / account holder | $1,508 | $5,474-72.4% | $6,852-78.0% | $5,651-73.3% |