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 | $28,818 | $65,561-56.0% | $86,188-66.6% | $75,163-61.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.22% | 46.05%-34.8pp | 1168.45%-1157.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,265 | $1,553-18.5% | $2,380-46.8% | $2,670-52.6% |
| Participant deferral / active EE | $1,441 | $3,024-52.3% | $3,985-63.8% | $4,125-65.1% |
| Admin fee / account holder | $3,047 | $5,474-44.3% | $6,852-55.5% | $5,651-46.1% |