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 | $74,874 | $85,202-12.1% | $172,739-56.7% | $72,985+2.6% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 12.29% | 27.32%-15.0pp | 802.84%-790.6pp | 81.00%-68.7pp |
| Employer contribution / active EE | $1,659 | $3,324-50.1% | $5,143-67.7% | $2,440-32.0% |
| Participant deferral / active EE | $4,865 | $3,260+49.2% | $5,198-6.4% | $3,607+34.9% |
| Admin fee / account holder | $64,569 | $5,884+997.4% | $13,954+362.7% | $5,124+1160.0% |