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 | $51,017 | $183,519-72.2% | $155,509-67.2% | $145,922-65.0% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 4.92% | 61.17%-56.2pp | 64.67%-59.7pp | 561.29%-556.4pp |
| Employer contribution / active EE | $2,434 | $5,313-54.2% | $4,672-47.9% | $4,660-47.8% |
| Participant deferral / active EE | $10,127 | $6,462+56.7% | $5,626+80.0% | $6,688+51.4% |
| Admin fee / account holder | $117,749 | $19,313+509.7% | $15,912+640.0% | $13,397+778.9% |