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 | $64,813 | $111,724-42.0% | $93,606-30.8% | $145,922-55.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 3.68% | 202.98%-199.3pp | 133.20%-129.5pp | 561.29%-557.6pp |
| Employer contribution / active EE | $2,284 | $3,090-26.1% | $2,420-5.6% | $4,660-51.0% |
| Participant deferral / active EE | $4,821 | $4,912-1.9% | $4,411+9.3% | $6,688-27.9% |
| Admin fee / account holder | $58,471 | $10,250+470.5% | $8,285+605.7% | $13,397+336.4% |