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 | $52,877 | $176,662-70.1% | $130,648-59.5% | $152,861-65.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.47% | 2692.24%-2686.8pp | 1708.96%-1703.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $6,480 | $5,742+12.9% | $4,092+58.4% | $4,762+36.1% |
| Participant deferral / active EE | $9,222 | $4,361+111.4% | $3,603+156.0% | $5,850+57.6% |
| Admin fee / account holder | $3,484 | $7,133-51.2% | $5,464-36.2% | $11,596-70.0% |