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 | $61,324 | $79,171-22.5% | $102,423-40.1% | $74,495-17.7% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 10.14% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,499 | $2,362-36.5% | $3,023-50.4% | $2,623-42.8% |
| Participant deferral / active EE | $4,021 | $4,415-8.9% | $5,053-20.4% | $4,346-7.5% |
| Admin fee / account holder | $3,484 | $2,001+74.1% | $9,451-63.1% | $1,942+79.4% |