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 | $63,816 | $60,124+6.1% | $90,404-29.4% | $79,858-20.1% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 3.56% | 71.94%-68.4pp | 1293.02%-1289.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $4,067 | $2,068+96.7% | $3,262+24.7% | $2,471+64.6% |
| Participant deferral / active EE | $5,433 | $2,938+84.9% | $3,963+37.1% | $3,740+45.3% |
| Admin fee / account holder | $4,809 | $3,976+20.9% | $5,611-14.3% | $5,306-9.4% |