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 | $48,179 | $60,124-19.9% | $90,404-46.7% | $79,858-39.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.61% | 71.94%-68.3pp | 1293.02%-1289.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $4,458 | $2,068+115.6% | $3,262+36.7% | $2,471+80.4% |
| Participant deferral / active EE | $5,470 | $2,938+86.2% | $3,963+38.0% | $3,740+46.2% |
| Admin fee / account holder | $712 | $3,976-82.1% | $5,611-87.3% | $5,306-86.6% |