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 | $63,144 | $48,570+30.0% | $130,648-51.7% | $72,985-13.5% |
| Participation rate | 95.7% | 58.6%+37.1pp | 71.7%+24.0pp | 69.5%+26.2pp |
| Annual return | 12.06% | 38.63%-26.6pp | 1708.96%-1696.9pp | 81.00%-68.9pp |
| Employer contribution / active EE | $2,095 | $1,334+57.1% | $4,092-48.8% | $2,440-14.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,316 | $3,549-62.9% | $5,464-75.9% | $5,124-74.3% |