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 8-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 | $52,781 | $157,256-66.4% | $141,162-62.6% | $152,861-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.86% | 64.32%-58.5pp | 71.39%-65.5pp | 345.32%-339.5pp |
| Employer contribution / active EE | $3,024 | $5,261-42.5% | $4,735-36.1% | $4,762-36.5% |
| Participant deferral / active EE | $5,046 | $7,109-29.0% | $6,709-24.8% | $5,850-13.7% |
| Admin fee / account holder | $20,751 | $12,120+71.2% | $10,261+102.2% | $11,596+78.9% |