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 | $48,417 | $65,561-26.1% | $86,188-43.8% | $75,163-35.6% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | 10.80% | 46.05%-35.3pp | 1168.45%-1157.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,854 | $1,553+19.4% | $2,380-22.1% | $2,670-30.5% |
| Participant deferral / active EE | $2,873 | $3,024-5.0% | $3,985-27.9% | $4,125-30.4% |
| Admin fee / account holder | $3,078 | $5,474-43.8% | $6,852-55.1% | $5,651-45.5% |