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 | $35,848 | $60,124-40.4% | $90,404-60.3% | $79,858-55.1% |
| Participation rate | 95.7% | 65.0%+30.8pp | 72.7%+23.1pp | 69.6%+26.1pp |
| Annual return | 9.20% | 71.94%-62.7pp | 1293.02%-1283.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $3,356 | $2,068+62.3% | $3,262+2.9% | $2,471+35.8% |
| Participant deferral / active EE | $1,578 | $2,938-46.3% | $3,963-60.2% | $3,740-57.8% |
| Admin fee / account holder | $1,089 | $3,976-72.6% | $5,611-80.6% | $5,306-79.5% |