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 | $43,166 | $57,281-24.6% | $86,612-50.2% | $75,163-42.6% |
| Participation rate | 75.5% | 63.2%+12.3pp | 71.7%+3.8pp | 67.2%+8.3pp |
| Annual return | 11.21% | 2670.75%-2659.5pp | 591.07%-579.9pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,915 | $2,314+69.1% | $3,022+29.5% | $2,670+46.6% |
| Participant deferral / active EE | $3,967 | $3,318+19.6% | $4,438-10.6% | $4,125-3.8% |
| Admin fee / account holder | $17,502 | $4,112+325.6% | $5,614+211.7% | $5,651+209.7% |