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 | $30,919 | $65,561-52.8% | $86,188-64.1% | $75,163-58.9% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 12.38% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,183 | $1,553-23.8% | $2,380-50.3% | $2,670-55.7% |
| Participant deferral / active EE | $1,640 | $3,024-45.7% | $3,985-58.8% | $4,125-60.2% |
| Admin fee / account holder | $496 | $5,474-90.9% | $6,852-92.8% | $5,651-91.2% |