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 8-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 | $46,643 | $105,181-55.7% | $159,436-70.7% | $85,850-45.7% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.8%+11.2pp | 69.3%+24.7pp |
| Annual return | 10.92% | 45.07%-34.2pp | 263.57%-252.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,504 | $3,318+5.6% | $4,829-27.4% | $2,565+36.6% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $504 | $6,933-92.7% | $10,799-95.3% | $6,260-92.0% |