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 | $88,710-63.9% | $81,783-60.9% | $145,959-78.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.02% | 1027.26%-1021.2pp | 775.05%-769.0pp | 561.95%-555.9pp |
| Employer contribution / active EE | $1,910 | $3,083-38.1% | $2,913-34.4% | $4,661-59.0% |
| Participant deferral / active EE | $2,564 | $4,645-44.8% | $4,320-40.6% | $6,689-61.7% |
| Admin fee / account holder | $39,334 | $8,407+367.9% | $7,380+433.0% | $13,398+193.6% |