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 7-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 | $32,580 | $117,841-72.4% | $102,423-68.2% | $145,922-77.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 5.80% | 31.65%-25.8pp | 29.32%-23.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $4,511 | $3,615+24.8% | $3,023+49.2% | $4,660-3.2% |
| Participant deferral / active EE | $11,340 | $5,731+97.9% | $5,053+124.4% | $6,688+69.6% |
| Admin fee / account holder | $15,067 | $13,326+13.1% | $9,451+59.4% | $13,397+12.5% |