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 | $39,106 | $48,795-19.9% | $65,493-40.3% | $84,808-53.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.69% | 20.20%-9.5pp | 982.45%-971.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,614 | $1,930+35.5% | $2,574+1.5% | $2,631-0.6% |
| Participant deferral / active EE | $1,699 | $2,928-42.0% | $3,961-57.1% | $4,212-59.7% |
| Admin fee / account holder | $1,022 | $3,877-73.6% | $5,028-79.7% | $7,344-86.1% |