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 | $37,630 | $88,751-57.6% | $81,812-54.0% | $145,922-74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.37% | 1025.40%-1021.0pp | 773.79%-769.4pp | 561.29%-556.9pp |
| Employer contribution / active EE | $3,066 | $3,083-0.6% | $2,912+5.3% | $4,660-34.2% |
| Participant deferral / active EE | $5,554 | $4,643+19.6% | $4,319+28.6% | $6,688-17.0% |
| Admin fee / account holder | $2,212 | $8,415-73.7% | $7,386-70.0% | $13,397-83.5% |