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 | $38,789 | $112,096-65.4% | $95,952-59.6% | $158,922-75.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 5.62% | 171.09%-165.5pp | 91.61%-86.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,964 | $3,198-7.3% | $2,541+16.6% | $4,761-37.8% |
| Participant deferral / active EE | $3,225 | $4,784-32.6% | $4,167-22.6% | $5,982-46.1% |
| Admin fee / account holder | $52,636 | $10,130+419.6% | $6,795+674.6% | $11,246+368.1% |