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 | $35,750 | $48,795-26.7% | $65,493-45.4% | $84,808-57.8% |
| Participation rate | 93.5% | 67.0%+26.6pp | 73.1%+20.5pp | 68.3%+25.2pp |
| Annual return | 11.67% | 20.20%-8.5pp | 982.45%-970.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $4,039 | $1,930+109.3% | $2,574+56.9% | $2,631+53.5% |
| Participant deferral / active EE | $3,575 | $2,928+22.1% | $3,961-9.7% | $4,212-15.1% |
| Admin fee / account holder | $2,588 | $3,877-33.3% | $5,028-48.5% | $7,344-64.8% |