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 9-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 | $71,233 | $183,519-61.2% | $155,509-54.2% | $145,922-51.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 4.85% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.4pp |
| Employer contribution / active EE | $2,352 | $5,313-55.7% | $4,672-49.7% | $4,660-49.5% |
| Participant deferral / active EE | $3,059 | $6,462-52.7% | $5,626-45.6% | $6,688-54.3% |
| Admin fee / account holder | $45,247 | $19,313+134.3% | $15,912+184.4% | $13,397+237.7% |