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 | $110,248 | $57,281+92.5% | $86,612+27.3% | $75,163+46.7% |
| Participation rate | 94.3% | 63.2%+31.1pp | 71.7%+22.6pp | 67.2%+27.1pp |
| Annual return | 0.46% | 2670.75%-2670.3pp | 591.07%-590.6pp | 160.62%-160.2pp |
| Employer contribution / active EE | $11,269 | $2,314+386.9% | $3,022+272.9% | $2,670+322.1% |
| Participant deferral / active EE | $897 | $3,318-73.0% | $4,438-79.8% | $4,125-78.3% |
| Admin fee / account holder | $17,003 | $4,112+313.5% | $5,614+202.9% | $5,651+200.9% |