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 | $77,013 | $96,635-20.3% | $86,612-11.1% | $139,434-44.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 10.17% | 106.41%-96.2pp | 591.07%-580.9pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,293 | $3,263-60.4% | $3,022-57.2% | $4,751-72.8% |
| Participant deferral / active EE | $4,956 | $4,836+2.5% | $4,438+11.7% | $6,710-26.1% |
| Admin fee / account holder | $29,616 | $6,408+362.2% | $5,614+427.5% | $11,403+159.7% |