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 | $53,769 | $55,415-3.0% | $155,509-65.4% | $74,495-27.8% |
| Participation rate | 78.9% | 61.9%+17.0pp | 78.2%+0.7pp | 67.2%+11.7pp |
| Annual return | 9.87% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $3,041 | $2,267+34.1% | $4,672-34.9% | $2,623+15.9% |
| Participant deferral / active EE | $4,258 | $2,836+50.1% | $5,626-24.3% | $4,346-2.0% |
| Admin fee / account holder | $4,321 | $1,738+148.6% | $15,912-72.8% | $1,942+122.5% |