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 | $39,661 | $202,318-80.4% | $172,739-77.0% | $152,861-74.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 9.48% | 1029.65%-1020.2pp | 802.84%-793.4pp | 345.32%-335.8pp |
| Employer contribution / active EE | $3,257 | $5,856-44.4% | $5,143-36.7% | $4,762-31.6% |
| Participant deferral / active EE | $9,552 | $5,948+60.6% | $5,198+83.8% | $5,850+63.3% |
| Admin fee / account holder | $87,104 | $17,109+409.1% | $13,954+524.2% | $11,596+651.1% |