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 | $98,607 | $133,922-26.4% | $116,228-15.2% | $142,382-30.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 8.61% | 147.76%-139.2pp | 90.06%-81.5pp | 217.08%-208.5pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,878 | $5,672-31.6% | $4,953-21.7% | $6,507-40.4% |
| Admin fee / account holder | $71,334 | $14,945+377.3% | $11,989+495.0% | $12,624+465.1% |