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 | $13,389 | $88,751-84.9% | $81,812-83.6% | $145,922-90.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 5.17% | 1025.40%-1020.2pp | 773.79%-768.6pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,218 | $3,083-60.5% | $2,912-58.2% | $4,660-73.9% |
| Participant deferral / active EE | $3,315 | $4,643-28.6% | $4,319-23.2% | $6,688-50.4% |
| Admin fee / account holder | $13,310 | $8,415+58.2% | $7,386+80.2% | $13,397-0.6% |