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 | $44,632 | $115,770-61.4% | $101,248-55.9% | $158,922-71.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | -9.00% | 56.14%-65.1pp | 46.47%-55.5pp | 302.83%-311.8pp |
| Employer contribution / active EE | $5,455 | $4,175+30.7% | $3,660+49.1% | $4,761+14.6% |
| Participant deferral / active EE | $1,678 | $4,957-66.1% | $4,370-61.6% | $5,982-71.9% |
| Admin fee / account holder | $91,185 | $7,245+1158.6% | $5,945+1433.7% | $11,246+710.8% |