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 | $42,806 | $70,587-39.4% | $124,672-65.7% | $85,850-50.1% |
| Participation rate | 88.2% | 64.4%+23.8pp | 74.6%+13.6pp | 69.3%+18.9pp |
| Annual return | 10.01% | 20688.83%-20678.8pp | 5142.93%-5132.9pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,248 | $1,913-34.8% | $3,324-62.4% | $2,565-51.3% |
| Participant deferral / active EE | $1,292 | $2,969-56.5% | $4,614-72.0% | $3,952-67.3% |
| Admin fee / account holder | $1,768 | $5,282-66.5% | $7,493-76.4% | $6,260-71.8% |