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 | $32,448 | $165,984-80.5% | $164,813-80.3% | $145,922-77.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 4.68% | 100.03%-95.4pp | 69.93%-65.3pp | 561.29%-556.6pp |
| Employer contribution / active EE | $3,070 | $5,273-41.8% | $4,341-29.3% | $4,660-34.1% |
| Participant deferral / active EE | $6,288 | $6,959-9.6% | $6,031+4.3% | $6,688-6.0% |
| Admin fee / account holder | $32,706 | $16,648+96.5% | $12,690+157.7% | $13,397+144.1% |