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 | $55,761 | $183,519-69.6% | $155,509-64.1% | $145,922-61.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 4.66% | 61.17%-56.5pp | 64.67%-60.0pp | 561.29%-556.6pp |
| Employer contribution / active EE | $10,248 | $5,313+92.9% | $4,672+119.3% | $4,660+119.9% |
| Participant deferral / active EE | $3,520 | $6,462-45.5% | $5,626-37.4% | $6,688-47.4% |
| Admin fee / account holder | $120,092 | $19,313+521.8% | $15,912+654.7% | $13,397+796.4% |