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 | $49,067 | $115,770-57.6% | $101,248-51.5% | $158,922-69.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.23% | 56.14%-51.9pp | 46.47%-42.2pp | 302.83%-298.6pp |
| Employer contribution / active EE | $1,196 | $4,175-71.3% | $3,660-67.3% | $4,761-74.9% |
| Participant deferral / active EE | $5,914 | $4,957+19.3% | $4,370+35.3% | $5,982-1.1% |
| Admin fee / account holder | $32,981 | $7,245+355.2% | $5,945+454.7% | $11,246+193.3% |