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 | $47,927 | $154,117-68.9% | $129,995-63.1% | $139,434-65.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 5.07% | 32.48%-27.4pp | -137.18%+142.2pp | 372.94%-367.9pp |
| Employer contribution / active EE | $2,814 | $5,289-46.8% | $4,320-34.8% | $4,751-40.8% |
| Participant deferral / active EE | $6,293 | $6,710-6.2% | $5,820+8.1% | $6,710-6.2% |
| Admin fee / account holder | $89,597 | $14,007+539.7% | $10,614+744.1% | $11,403+685.8% |