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 | $63,199 | $112,096-43.6% | $95,952-34.1% | $158,922-60.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.93% | 171.09%-166.2pp | 91.61%-86.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,928 | $3,198-39.7% | $2,541-24.1% | $4,761-59.5% |
| Participant deferral / active EE | $3,640 | $4,784-23.9% | $4,167-12.6% | $5,982-39.2% |
| Admin fee / account holder | $25,358 | $10,130+150.3% | $6,795+273.2% | $11,246+125.5% |