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 | $73,342 | $88,751-17.4% | $81,812-10.4% | $145,922-49.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.23% | 1025.40%-1025.6pp | 773.79%-774.0pp | 561.29%-561.5pp |
| Employer contribution / active EE | $2,526 | $3,083-18.1% | $2,912-13.3% | $4,660-45.8% |
| Participant deferral / active EE | $5,966 | $4,643+28.5% | $4,319+38.1% | $6,688-10.8% |
| Admin fee / account holder | $8,186 | $8,415-2.7% | $7,386+10.8% | $13,397-38.9% |