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 | $77,009 | $88,751-13.2% | $81,812-5.9% | $145,922-47.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 8.90% | 1025.40%-1016.5pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,872 | $3,083+122.9% | $2,912+136.0% | $4,660+47.5% |
| Participant deferral / active EE | $4,705 | $4,643+1.3% | $4,319+8.9% | $6,688-29.7% |
| Admin fee / account holder | $17,479 | $8,415+107.7% | $7,386+136.7% | $13,397+30.5% |