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 | $48,715 | $70,587-31.0% | $124,672-60.9% | $85,850-43.3% |
| Participation rate | 76.3% | 64.4%+11.9pp | 74.6%+1.7pp | 69.3%+7.0pp |
| Annual return | 10.24% | 20688.83%-20678.6pp | 5142.93%-5132.7pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,458 | $1,913-23.8% | $3,324-56.1% | $2,565-43.2% |
| Participant deferral / active EE | $2,791 | $2,969-6.0% | $4,614-39.5% | $3,952-29.4% |
| Admin fee / account holder | $15,040 | $5,282+184.7% | $7,493+100.7% | $6,260+140.3% |