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 | $63,111 | $116,175-45.7% | $93,606-32.6% | $152,861-58.7% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.4%-0.1pp |
| Annual return | 6.90% | 35.96%-29.1pp | 32.76%-25.9pp | 345.32%-338.4pp |
| Employer contribution / active EE | $2,918 | $3,218-9.3% | $2,718+7.4% | $4,762-38.7% |
| Participant deferral / active EE | $8,167 | $4,603+77.4% | $4,069+100.7% | $5,850+39.6% |
| Admin fee / account holder | $115,435 | $10,748+974.0% | $7,888+1363.4% | $11,596+895.4% |