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 6-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 | $43,202 | $185,200-76.7% | $142,863-69.8% | $167,490-74.2% |
| Participation rate | 88.9% | 78.4%+10.4pp | 71.9%+17.0pp | 82.1%+6.8pp |
| Annual return | 6.96% | 8555.70%-8548.7pp | 5637.54%-5630.6pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,684 | $5,604-52.1% | $4,144-35.2% | $4,837-44.5% |
| Participant deferral / active EE | $2,791 | $4,494-37.9% | $3,837-27.3% | $6,341-56.0% |
| Admin fee / account holder | $1,229 | $8,031-84.7% | $6,560-81.3% | $12,309-90.0% |