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 | $62,966 | $49,922+26.1% | $80,569-21.8% | $75,163-16.2% |
| Participation rate | 92.0% | 55.3%+36.7pp | 67.0%+25.0pp | 67.2%+24.8pp |
| Annual return | 10.14% | 34.69%-24.5pp | 935.43%-925.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $5,040 | $1,698+196.8% | $2,723+85.1% | $2,670+88.8% |
| Participant deferral / active EE | $10,577 | $2,990+253.7% | $4,447+137.8% | $4,125+156.4% |
| Admin fee / account holder | $20,154 | $3,577+463.4% | $5,377+274.8% | $5,651+256.6% |