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 | $31,991 | $88,751-64.0% | $81,812-60.9% | $145,922-78.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.02% | 1025.40%-1019.4pp | 773.79%-767.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,910 | $3,083-38.1% | $2,912-34.4% | $4,660-59.0% |
| Participant deferral / active EE | $2,564 | $4,643-44.8% | $4,319-40.6% | $6,688-61.7% |
| Admin fee / account holder | $39,334 | $8,415+367.4% | $7,386+432.5% | $13,397+193.6% |