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 | $24,411 | $150,440-83.8% | $136,294-82.1% | $147,584-83.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 3.94% | 1049.08%-1045.1pp | 5155.94%-5152.0pp | 578.55%-574.6pp |
| Employer contribution / active EE | $2,374 | $5,256-54.8% | $4,695-49.4% | $4,876-51.3% |
| Participant deferral / active EE | $2,941 | $6,630-55.6% | $6,247-52.9% | $5,439-45.9% |
| Admin fee / account holder | $70,175 | $10,905+543.5% | $9,243+659.2% | $10,885+544.7% |