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 | $56,973 | $58,208-2.1% | $81,812-30.4% | $80,856-29.5% |
| Participation rate | 73.6% | 63.4%+10.1pp | 72.3%+1.2pp | 67.6%+5.9pp |
| Annual return | 9.09% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,924 | $2,340-17.8% | $2,912-33.9% | $2,755-30.2% |
| Participant deferral / active EE | $2,551 | $3,281-22.2% | $4,319-40.9% | $4,296-40.6% |
| Admin fee / account holder | $16,009 | $4,981+221.4% | $7,386+116.8% | $6,918+131.4% |