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 | $32,394 | $142,405-77.3% | $115,157-71.9% | $152,861-78.8% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 3.23% | 41.48%-38.2pp | 35.60%-32.4pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,035 | $4,010-49.3% | $3,179-36.0% | $4,762-57.3% |
| Participant deferral / active EE | $2,512 | $5,164-51.3% | $4,168-39.7% | $5,850-57.1% |
| Admin fee / account holder | $19,240 | $8,462+127.4% | $7,088+171.4% | $11,596+65.9% |