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 | $51,592 | $57,281-9.9% | $86,612-40.4% | $75,163-31.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.29% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,936 | $2,314-16.4% | $3,022-36.0% | $2,670-27.5% |
| Participant deferral / active EE | $3,888 | $3,318+17.2% | $4,438-12.4% | $4,125-5.7% |
| Admin fee / account holder | $11,733 | $4,112+185.4% | $5,614+109.0% | $5,651+107.6% |