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 | $26,183 | $60,124-56.5% | $90,404-71.0% | $79,858-67.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.59% | 71.94%-62.4pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,338 | $2,068-35.3% | $3,262-59.0% | $2,471-45.8% |
| Participant deferral / active EE | $2,520 | $2,938-14.2% | $3,963-36.4% | $3,740-32.6% |
| Admin fee / account holder | $3,724 | $3,976-6.4% | $5,611-33.6% | $5,306-29.8% |