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 | $57,634 | $114,047-49.5% | $96,139-40.1% | $167,490-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.25% | 189.88%-181.6pp | 191.94%-183.7pp | 478.56%-470.3pp |
| Employer contribution / active EE | $6,496 | $3,427+89.5% | $2,797+132.2% | $4,837+34.3% |
| Participant deferral / active EE | $3,762 | $5,194-27.6% | $4,349-13.5% | $6,341-40.7% |
| Admin fee / account holder | $45,402 | $6,897+558.3% | $5,537+720.0% | $12,309+268.8% |