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 6-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 | $33,261 | $57,281-41.9% | $86,612-61.6% | $75,163-55.7% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 9.16% | 2670.75%-2661.6pp | 591.07%-581.9pp | 160.62%-151.5pp |
| Employer contribution / active EE | $3,735 | $2,314+61.4% | $3,022+23.6% | $2,670+39.9% |
| Participant deferral / active EE | $4,859 | $3,318+46.5% | $4,438+9.5% | $4,125+17.8% |
| Admin fee / account holder | $1,049 | $4,112-74.5% | $5,614-81.3% | $5,651-81.4% |