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 | $52,485 | $144,119-63.6% | $117,854-55.5% | $147,584-64.4% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | -0.31% | 531.15%-531.5pp | 335.08%-335.4pp | 578.55%-578.9pp |
| Employer contribution / active EE | $1,080 | $4,896-77.9% | $3,786-71.5% | $4,876-77.9% |
| Participant deferral / active EE | $3,457 | $5,316-35.0% | $4,482-22.9% | $5,439-36.4% |
| Admin fee / account holder | $13,453 | $10,886+23.6% | $8,020+67.7% | $10,885+23.6% |