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 | $30,425 | $157,256-80.7% | $141,162-78.4% | $152,861-80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.53% | 64.32%-52.8pp | 71.39%-59.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $4,041 | $5,261-23.2% | $4,735-14.7% | $4,762-15.2% |
| Participant deferral / active EE | $6,333 | $7,109-10.9% | $6,709-5.6% | $5,850+8.3% |
| Admin fee / account holder | $585 | $12,120-95.2% | $10,261-94.3% | $11,596-95.0% |