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 9-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 | $44,886 | $88,751-49.4% | $81,812-45.1% | $145,922-69.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1025.40%-1020.7pp | 773.79%-769.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $948 | $3,083-69.3% | $2,912-67.5% | $4,660-79.7% |
| Participant deferral / active EE | $9,739 | $4,643+109.8% | $4,319+125.5% | $6,688+45.6% |
| Admin fee / account holder | $16,496 | $8,415+96.0% | $7,386+123.3% | $13,397+23.1% |