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 9-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 | $34,206 | $27,915+22.5% | $58,482-41.5% | $75,163-54.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 10.01% | 44.20%-34.2pp | 4239.32%-4229.3pp | 160.62%-150.6pp |
| Employer contribution / active EE | $4,152 | $669+520.6% | $1,053+294.2% | $2,670+55.5% |
| Participant deferral / active EE | $4,008 | $1,201+233.6% | $1,924+108.3% | $4,125-2.8% |
| Admin fee / account holder | $890 | $1,726-48.4% | $2,516-64.6% | $5,651-84.3% |