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 | $66,322 | $154,117-57.0% | $129,995-49.0% | $139,434-52.4% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.5%-2.0pp | 80.3%-3.8pp |
| Annual return | 6.68% | 32.48%-25.8pp | -137.18%+143.9pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,669 | $5,289-49.5% | $4,320-38.2% | $4,751-43.8% |
| Participant deferral / active EE | $4,097 | $6,710-38.9% | $5,820-29.6% | $6,710-38.9% |
| Admin fee / account holder | $101,744 | $14,007+626.4% | $10,614+858.5% | $11,403+792.3% |