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 | $46,689 | $29,660+57.4% | $56,411-17.2% | $80,856-42.3% |
| Participation rate | 75.0% | 41.6%+33.4pp | 52.5%+22.5pp | 67.6%+7.4pp |
| Annual return | 9.70% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,019 | $669+500.5% | $1,039+287.0% | $2,755+45.9% |
| Participant deferral / active EE | $1,976 | $1,226+61.2% | $1,952+1.3% | $4,296-54.0% |
| Admin fee / account holder | $392 | $2,428-83.9% | $2,829-86.1% | $6,918-94.3% |