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 | $24,165 | $57,281-57.8% | $86,612-72.1% | $75,163-67.8% |
| Participation rate | 79.5% | 63.2%+16.3pp | 71.7%+7.8pp | 67.2%+12.4pp |
| Annual return | 9.19% | 2670.75%-2661.6pp | 591.07%-581.9pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,343 | $2,314-42.0% | $3,022-55.6% | $2,670-49.7% |
| Participant deferral / active EE | $2,168 | $3,318-34.6% | $4,438-51.1% | $4,125-47.4% |
| Admin fee / account holder | $355 | $4,112-91.4% | $5,614-93.7% | $5,651-93.7% |