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 4-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 | $87,569 | $96,635-9.4% | $86,612+1.1% | $139,434-37.2% |
| Participation rate | 73.9% | 74.4%-0.5pp | 71.7%+2.2pp | 80.3%-6.4pp |
| Annual return | 10.68% | 106.41%-95.7pp | 591.07%-580.4pp | 372.94%-362.3pp |
| Employer contribution / active EE | $574 | $3,263-82.4% | $3,022-81.0% | $4,751-87.9% |
| Participant deferral / active EE | $5,743 | $4,836+18.8% | $4,438+29.4% | $6,710-14.4% |
| Admin fee / account holder | $5,249 | $6,408-18.1% | $5,614-6.5% | $11,403-54.0% |