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 | $54,124 | $162,781-66.8% | $133,956-59.6% | $158,922-65.9% |
| Participation rate | 70.6% | 83.2%-12.6pp | 79.8%-9.3pp | 82.0%-11.4pp |
| Annual return | -0.79% | 41.94%-42.7pp | 45.09%-45.9pp | 302.83%-303.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,679 | $5,911-54.7% | $5,048-46.9% | $5,982-55.2% |
| Admin fee / account holder | $52,238 | $11,736+345.1% | $8,927+485.2% | $11,246+364.5% |