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 | $27,391 | $96,305-71.6% | $80,569-66.0% | $139,434-80.4% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 9.26% | 1350.08%-1340.8pp | 935.43%-926.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $4,760 | $3,262+45.9% | $2,723+74.8% | $4,751+0.2% |
| Participant deferral / active EE | $3,153 | $5,232-39.7% | $4,447-29.1% | $6,710-53.0% |
| Admin fee / account holder | $1,276 | $6,599-80.7% | $5,377-76.3% | $11,403-88.8% |