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 | $49,202 | $29,660+65.9% | $56,411-12.8% | $80,856-39.1% |
| Participation rate | 91.5% | 41.6%+49.8pp | 52.5%+39.0pp | 67.6%+23.9pp |
| Annual return | 6.88% | 35.23%-28.3pp | 1701.33%-1694.4pp | 35.59%-28.7pp |
| Employer contribution / active EE | $2,128 | $669+217.9% | $1,039+104.8% | $2,755-22.8% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,090 | $2,428-55.1% | $2,829-61.5% | $6,918-84.2% |