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 | $60,014 | $115,770-48.2% | $101,248-40.7% | $158,922-62.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 5.68% | 56.14%-50.5pp | 46.47%-40.8pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,811 | $4,175-56.6% | $3,660-50.5% | $4,761-62.0% |
| Participant deferral / active EE | $3,098 | $4,957-37.5% | $4,370-29.1% | $5,982-48.2% |
| Admin fee / account holder | $103,375 | $7,245+1326.9% | $5,945+1638.7% | $11,246+819.2% |