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 5-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 | $52,415 | $111,724-53.1% | $93,606-44.0% | $145,922-64.1% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 1.64% | 202.98%-201.3pp | 133.20%-131.6pp | 561.29%-559.6pp |
| Employer contribution / active EE | $1,592 | $3,090-48.5% | $2,420-34.2% | $4,660-65.8% |
| Participant deferral / active EE | $5,786 | $4,912+17.8% | $4,411+31.2% | $6,688-13.5% |
| Admin fee / account holder | $2,624 | $10,250-74.4% | $8,285-68.3% | $13,397-80.4% |