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 | $33,088 | $60,124-45.0% | $90,404-63.4% | $79,858-58.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.93% | 71.94%-63.0pp | 1293.02%-1284.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,738 | $2,068-15.9% | $3,262-46.7% | $2,471-29.6% |
| Participant deferral / active EE | $4,403 | $2,938+49.8% | $3,963+11.1% | $3,740+17.7% |
| Admin fee / account holder | $4,764 | $3,976+19.8% | $5,611-15.1% | $5,306-10.2% |