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 | $40,669 | $111,724-63.6% | $93,606-56.6% | $145,922-72.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 7.54% | 202.98%-195.4pp | 133.20%-125.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,481 | $3,090-52.1% | $2,420-38.8% | $4,660-68.2% |
| Participant deferral / active EE | $9,100 | $4,912+85.3% | $4,411+106.3% | $6,688+36.1% |
| Admin fee / account holder | $1,028 | $10,250-90.0% | $8,285-87.6% | $13,397-92.3% |