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 | $96,424 | $102,382-5.8% | $147,005-34.4% | $80,874+19.2% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 8.53% | 134.89%-126.4pp | 418.76%-410.2pp | 35.62%-27.1pp |
| Employer contribution / active EE | $2,379 | $3,715-36.0% | $4,934-51.8% | $2,756-13.7% |
| Participant deferral / active EE | $5,870 | $6,646-11.7% | $8,070-27.3% | $4,297+36.6% |
| Admin fee / account holder | $27,801 | $7,942+250.0% | $13,006+113.7% | $6,935+300.9% |