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 | $32,502 | $74,888-56.6% | $71,209-54.4% | $142,382-77.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 7.46% | 345.14%-337.7pp | 282.51%-275.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,910 | $2,854-33.1% | $2,721-29.8% | $4,299-55.6% |
| Participant deferral / active EE | $7,025 | $4,454+57.7% | $4,175+68.3% | $6,507+8.0% |
| Admin fee / account holder | $205,323 | $5,568+3587.3% | $5,349+3738.7% | $12,624+1526.5% |