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 | $99,877-64.4% | $84,966-58.2% | $145,922-75.6% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 7.82% | 83.76%-75.9pp | 66.38%-58.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,190 | $3,231-63.2% | $2,727-56.4% | $4,660-74.5% |
| Participant deferral / active EE | $4,085 | $5,291-22.8% | $4,519-9.6% | $6,688-38.9% |
| Admin fee / account holder | $41,545 | $7,248+473.2% | $6,149+575.7% | $13,397+210.1% |