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 | $130,932 | $102,382+27.9% | $147,005-10.9% | $80,874+61.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 11.00% | 134.89%-123.9pp | 418.76%-407.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,719 | $3,715-53.7% | $4,934-65.2% | $2,756-37.6% |
| Participant deferral / active EE | $5,847 | $6,646-12.0% | $8,070-27.5% | $4,297+36.1% |
| Admin fee / account holder | $42,896 | $7,942+440.1% | $13,006+229.8% | $6,935+518.5% |