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 | $49,092 | $65,409-24.9% | $98,442-50.1% | $85,850-42.8% |
| Participation rate | 88.4% | 65.0%+23.4pp | 73.3%+15.0pp | 69.3%+19.1pp |
| Annual return | 10.97% | 21.76%-10.8pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,249 | $3,166-29.0% | $4,276-47.4% | $3,952-43.1% |
| Admin fee / account holder | $8,713 | $4,593+89.7% | $5,949+46.5% | $6,260+39.2% |