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 | $35,532 | $99,921-64.4% | $85,009-58.2% | $145,959-75.7% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 7.82% | 83.89%-76.1pp | 66.47%-58.7pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,190 | $3,233-63.2% | $2,728-56.4% | $4,661-74.5% |
| Participant deferral / active EE | $4,085 | $5,293-22.8% | $4,522-9.7% | $6,689-38.9% |
| Admin fee / account holder | $41,545 | $7,252+472.9% | $6,153+575.2% | $13,398+210.1% |