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 | $52,943 | $74,888-29.3% | $71,209-25.7% | $142,382-62.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 7.33% | 345.14%-337.8pp | 282.51%-275.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,173 | $2,854-58.9% | $2,721-56.9% | $4,299-72.7% |
| Participant deferral / active EE | $2,833 | $4,454-36.4% | $4,175-32.1% | $6,507-56.5% |
| Admin fee / account holder | $36,428 | $5,568+554.2% | $5,349+581.0% | $12,624+188.6% |