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 | $41,722 | $209,832-80.1% | $189,513-78.0% | $167,490-75.1% |
| Participation rate | 93.3% | 88.7%+4.7pp | 87.8%+5.5pp | 82.1%+11.2pp |
| Annual return | 8.36% | 748.27%-739.9pp | 555.15%-546.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,663 | $6,914-61.5% | $6,162-56.8% | $4,837-45.0% |
| Participant deferral / active EE | $7,829 | $8,935-12.4% | $8,221-4.8% | $6,341+23.5% |
| Admin fee / account holder | $35,255 | $14,293+146.7% | $12,045+192.7% | $12,309+186.4% |