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 | $44,811 | $57,281-21.8% | $86,612-48.3% | $75,163-40.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 6.63% | 2670.75%-2664.1pp | 591.07%-584.4pp | 160.62%-154.0pp |
| Employer contribution / active EE | $3,743 | $2,314+61.7% | $3,022+23.8% | $2,670+40.2% |
| Participant deferral / active EE | $3,206 | $3,318-3.4% | $4,438-27.7% | $4,125-22.3% |
| Admin fee / account holder | $4,940 | $4,112+20.1% | $5,614-12.0% | $5,651-12.6% |