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 | $32,634 | $88,751-63.2% | $81,812-60.1% | $145,922-77.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.66% | 1025.40%-1021.7pp | 773.79%-770.1pp | 561.29%-557.6pp |
| Employer contribution / active EE | $844 | $3,083-72.6% | $2,912-71.0% | $4,660-81.9% |
| Participant deferral / active EE | $844 | $4,643-81.8% | $4,319-80.5% | $6,688-87.4% |
| Admin fee / account holder | $415 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |