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 | $53,473 | $65,561-18.4% | $86,188-38.0% | $75,163-28.9% |
| Participation rate | 87.7% | 60.5%+27.2pp | 69.0%+18.8pp | 67.2%+20.5pp |
| Annual return | 12.50% | 46.05%-33.6pp | 1168.45%-1156.0pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,102 | $1,553+35.4% | $2,380-11.7% | $2,670-21.2% |
| Participant deferral / active EE | $4,489 | $3,024+48.5% | $3,985+12.6% | $4,125+8.8% |
| Admin fee / account holder | $21,236 | $5,474+287.9% | $6,852+209.9% | $5,651+275.8% |