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 | $63,832 | $209,411-69.5% | $178,490-64.2% | $158,922-59.8% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | -1.26% | 188.75%-190.0pp | 151.07%-152.3pp | 302.83%-304.1pp |
| Employer contribution / active EE | $2,902 | $5,706-49.2% | $5,011-42.1% | $4,761-39.1% |
| Participant deferral / active EE | $4,175 | $5,954-29.9% | $5,202-19.7% | $5,982-30.2% |
| Admin fee / account holder | $53,088 | $17,074+210.9% | $13,984+279.6% | $11,246+372.1% |