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 | $43,517 | $65,561-33.6% | $86,188-49.5% | $75,163-42.1% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 10.66% | 46.05%-35.4pp | 1168.45%-1157.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,767 | $3,024+24.6% | $3,985-5.5% | $4,125-8.7% |
| Admin fee / account holder | $2,617 | $5,474-52.2% | $6,852-61.8% | $5,651-53.7% |