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 | $12,773 | $57,281-77.7% | $86,612-85.3% | $75,163-83.0% |
| Participation rate | 91.7% | 63.2%+28.5pp | 71.7%+20.0pp | 67.2%+24.5pp |
| Annual return | 11.40% | 2670.75%-2659.3pp | 591.07%-579.7pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,903 | $2,314-17.8% | $3,022-37.0% | $2,670-28.7% |
| Participant deferral / active EE | $2,969 | $3,318-10.5% | $4,438-33.1% | $4,125-28.0% |
| Admin fee / account holder | $10,927 | $4,112+165.7% | $5,614+94.6% | $5,651+93.4% |