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 | $17,396 | $88,751-80.4% | $81,812-78.7% | $145,922-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.29% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,624 | $3,083-14.9% | $2,912-9.9% | $4,660-43.7% |
| Participant deferral / active EE | $2,290 | $4,643-50.7% | $4,319-47.0% | $6,688-65.8% |
| Admin fee / account holder | $2,035 | $8,415-75.8% | $7,386-72.5% | $13,397-84.8% |