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 | $90,583 | $159,901-43.4% | $146,958-38.4% | $145,922-37.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 4.94% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $3,490 | $5,286-34.0% | $4,933-29.3% | $4,660-25.1% |
| Participant deferral / active EE | $6,444 | $8,428-23.5% | $8,070-20.1% | $6,688-3.6% |
| Admin fee / account holder | $106,370 | $15,044+607.1% | $12,998+718.3% | $13,397+694.0% |