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 | $54,280 | $59,417-8.6% | $93,606-42.0% | $74,495-27.1% |
| Participation rate | 71.8% | 59.7%+12.1pp | 68.7%+3.1pp | 67.2%+4.6pp |
| Annual return | 10.54% | 81.83%-71.3pp | 133.20%-122.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,824 | $1,264+44.3% | $2,420-24.6% | $2,623-30.5% |
| Participant deferral / active EE | $3,822 | $3,050+25.3% | $4,411-13.3% | $4,346-12.0% |
| Admin fee / account holder | $7,301 | $3,021+141.7% | $8,285-11.9% | $1,942+276.0% |