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 | $39,172 | $90,348-56.6% | $75,972-48.4% | $145,922-73.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 1.67% | 620.88%-619.2pp | 359.55%-357.9pp | 561.29%-559.6pp |
| Employer contribution / active EE | $2,664 | $3,311-19.6% | $2,685-0.8% | $4,660-42.8% |
| Participant deferral / active EE | $11,099 | $5,162+115.0% | $4,255+160.8% | $6,688+66.0% |
| Admin fee / account holder | $151,720 | $8,467+1691.9% | $6,467+2246.2% | $13,397+1032.5% |