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 | $71,322 | $102,317-30.3% | $146,958-51.5% | $80,856-11.8% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 5.84% | 134.76%-128.9pp | 418.34%-412.5pp | 35.59%-29.7pp |
| Employer contribution / active EE | $2,618 | $3,713-29.5% | $4,933-46.9% | $2,755-5.0% |
| Participant deferral / active EE | $4,667 | $6,644-29.8% | $8,070-42.2% | $4,296+8.6% |
| Admin fee / account holder | $35,749 | $7,941+350.2% | $12,998+175.0% | $6,918+416.8% |