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 | $63,774 | $60,124+6.1% | $90,404-29.5% | $79,858-20.1% |
| Participation rate | 74.6% | 65.0%+9.6pp | 72.7%+1.9pp | 69.6%+5.0pp |
| Annual return | 5.69% | 71.94%-66.2pp | 1293.02%-1287.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,140 | $2,068-44.9% | $3,262-65.1% | $2,471-53.9% |
| Participant deferral / active EE | $2,925 | $2,938-0.4% | $3,963-26.2% | $3,740-21.8% |
| Admin fee / account holder | $11,951 | $3,976+200.6% | $5,611+113.0% | $5,306+125.2% |