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 | $35,127 | $88,751-60.4% | $81,812-57.1% | $145,922-75.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 8.11% | 1025.40%-1017.3pp | 773.79%-765.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,181 | $3,083+35.6% | $2,912+43.6% | $4,660-10.3% |
| Participant deferral / active EE | $4,583 | $4,643-1.3% | $4,319+6.1% | $6,688-31.5% |
| Admin fee / account holder | $1,861 | $8,415-77.9% | $7,386-74.8% | $13,397-86.1% |