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 5-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 | $14,390 | $88,751-83.8% | $81,812-82.4% | $145,922-90.1% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 2.04% | 1025.40%-1023.4pp | 773.79%-771.7pp | 561.29%-559.2pp |
| Employer contribution / active EE | $1,202 | $3,083-61.0% | $2,912-58.7% | $4,660-74.2% |
| Participant deferral / active EE | $2,984 | $4,643-35.7% | $4,319-30.9% | $6,688-55.4% |
| Admin fee / account holder | $24,399 | $8,415+189.9% | $7,386+230.3% | $13,397+82.1% |