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 | $53,051 | $49,922+6.3% | $80,569-34.2% | $75,163-29.4% |
| Participation rate | 91.7% | 55.3%+36.4pp | 67.0%+24.7pp | 67.2%+24.5pp |
| Annual return | 8.66% | 34.69%-26.0pp | 935.43%-926.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $3,169 | $1,698+86.6% | $2,723+16.4% | $2,670+18.7% |
| Participant deferral / active EE | $3,561 | $2,990+19.1% | $4,447-19.9% | $4,125-13.7% |
| Admin fee / account holder | $2,412 | $3,577-32.6% | $5,377-55.2% | $5,651-57.3% |