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 | $40,241 | $183,519-78.1% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 7.92% | 61.17%-53.2pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $4,921 | $5,313-7.4% | $4,672+5.3% | $4,660+5.6% |
| Participant deferral / active EE | $3,684 | $6,462-43.0% | $5,626-34.5% | $6,688-44.9% |
| Admin fee / account holder | $873 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |