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 | $72,760 | $176,812-58.8% | $146,665-50.4% | $167,490-56.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 4.95% | 24.03%-19.1pp | 22.74%-17.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $2,229 | $5,160-56.8% | $4,136-46.1% | $4,837-53.9% |
| Participant deferral / active EE | $15,548 | $6,440+141.4% | $5,506+182.4% | $6,341+145.2% |
| Admin fee / account holder | $242,830 | $13,259+1731.4% | $10,280+2262.3% | $12,309+1872.8% |