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 | $9,027 | $88,751-89.8% | $81,812-89.0% | $145,922-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.42% | 1025.40%-1020.0pp | 773.79%-768.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,945 | $3,083-36.9% | $2,912-33.2% | $4,660-58.3% |
| Participant deferral / active EE | $3,890 | $4,643-16.2% | $4,319-9.9% | $6,688-41.8% |
| Admin fee / account holder | $927 | $8,415-89.0% | $7,386-87.4% | $13,397-93.1% |