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 | $40,924 | $154,117-73.4% | $129,995-68.5% | $139,434-70.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 8.58% | 32.48%-23.9pp | -137.18%+145.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $2,742 | $5,289-48.2% | $4,320-36.5% | $4,751-42.3% |
| Participant deferral / active EE | $5,685 | $6,710-15.3% | $5,820-2.3% | $6,710-15.3% |
| Admin fee / account holder | $51,659 | $14,007+268.8% | $10,614+386.7% | $11,403+353.1% |