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 5-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 | $30,760 | $74,888-58.9% | $71,209-56.8% | $142,382-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.92% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,024 | $2,854-64.1% | $2,721-62.4% | $4,299-76.2% |
| Participant deferral / active EE | $4,049 | $4,454-9.1% | $4,175-3.0% | $6,507-37.8% |
| Admin fee / account holder | $1,896 | $5,568-66.0% | $5,349-64.6% | $12,624-85.0% |