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 | $48,923 | $159,901-69.4% | $146,958-66.7% | $145,922-66.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 3.83% | 98.13%-94.3pp | 418.34%-414.5pp | 561.29%-557.5pp |
| Employer contribution / active EE | $2,932 | $5,286-44.5% | $4,933-40.6% | $4,660-37.1% |
| Participant deferral / active EE | $5,175 | $8,428-38.6% | $8,070-35.9% | $6,688-22.6% |
| Admin fee / account holder | $114,829 | $15,044+663.3% | $12,998+783.4% | $13,397+757.1% |