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 | $57,160 | $112,096-49.0% | $95,952-40.4% | $158,922-64.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 4.64% | 171.09%-166.5pp | 91.61%-87.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $2,325 | $3,198-27.3% | $2,541-8.5% | $4,761-51.2% |
| Participant deferral / active EE | $5,163 | $4,784+7.9% | $4,167+23.9% | $5,982-13.7% |
| Admin fee / account holder | $1,532 | $10,130-84.9% | $6,795-77.5% | $11,246-86.4% |