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 3-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 | $63,368 | $85,766-26.1% | $136,294-53.5% | $70,131-9.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 10.57% | 31.45%-20.9pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $2,336 | $2,966-21.3% | $4,695-50.3% | $2,342-0.3% |
| Participant deferral / active EE | $4,024 | $5,051-20.3% | $6,247-35.6% | $3,332+20.8% |
| Admin fee / account holder | $19,401 | $5,420+257.9% | $9,243+109.9% | $4,645+317.6% |