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 | $44,537 | $54,705-18.6% | $71,209-37.5% | $84,808-47.5% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 11.36% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,623 | $2,158+21.5% | $2,721-3.6% | $2,631-0.3% |
| Participant deferral / active EE | $5,731 | $3,030+89.1% | $4,175+37.3% | $4,212+36.1% |
| Admin fee / account holder | $18,084 | $4,863+271.8% | $5,349+238.1% | $7,344+146.2% |