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 | $51,447 | $88,751-42.0% | $81,812-37.1% | $145,922-64.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 9.32% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,645 | $3,083-14.2% | $2,912-9.2% | $4,660-43.2% |
| Participant deferral / active EE | $5,330 | $4,643+14.8% | $4,319+23.4% | $6,688-20.3% |
| Admin fee / account holder | $6,142 | $8,415-27.0% | $7,386-16.8% | $13,397-54.2% |