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 | $45,892 | $60,124-23.7% | $90,404-49.2% | $79,858-42.5% |
| Participation rate | 88.1% | 65.0%+23.1pp | 72.7%+15.4pp | 69.6%+18.5pp |
| Annual return | 9.72% | 71.94%-62.2pp | 1293.02%-1283.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,719 | $2,068-16.9% | $3,262-47.3% | $2,471-30.4% |
| Participant deferral / active EE | $2,826 | $2,938-3.8% | $3,963-28.7% | $3,740-24.4% |
| Admin fee / account holder | $2,365 | $3,976-40.5% | $5,611-57.9% | $5,306-55.4% |