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 | $31,328 | $30,400+3.1% | $53,898-41.9% | $84,808-63.1% |
| Participation rate | 81.8% | 46.4%+35.4pp | 55.0%+26.9pp | 68.3%+13.5pp |
| Annual return | 9.40% | 500.19%-490.8pp | 528.60%-519.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,469 | $603+143.8% | $932+57.6% | $2,631-44.2% |
| Participant deferral / active EE | $2,014 | $1,199+68.0% | $1,826+10.3% | $4,212-52.2% |
| Admin fee / account holder | $724 | $1,993-63.7% | $2,491-70.9% | $7,344-90.1% |