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 | $57,361 | $100,041-42.7% | $149,718-61.7% | $70,131-18.2% |
| Participation rate | 74.4% | 83.6%-9.2pp | 87.1%-12.7pp | 69.5%+4.8pp |
| Annual return | 8.20% | 27.43%-19.2pp | 1501.63%-1493.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,707 | $3,662-53.4% | $5,445-68.6% | $2,342-27.1% |
| Participant deferral / active EE | $3,854 | $4,983-22.6% | $6,569-41.3% | $3,332+15.7% |
| Admin fee / account holder | $19,967 | $8,286+141.0% | $11,283+77.0% | $4,645+329.8% |