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 5-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 | $62,564 | $105,181-40.5% | $159,436-60.8% | $85,850-27.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.48% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,401 | $3,318-27.6% | $4,829-50.3% | $2,565-6.4% |
| Participant deferral / active EE | $4,263 | $5,945-28.3% | $7,352-42.0% | $3,952+7.9% |
| Admin fee / account holder | $600 | $6,933-91.4% | $10,799-94.4% | $6,260-90.4% |