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 | $63,201 | $88,751-28.8% | $81,812-22.7% | $145,922-56.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 5.51% | 1025.40%-1019.9pp | 773.79%-768.3pp | 561.29%-555.8pp |
| Employer contribution / active EE | $2,167 | $3,083-29.7% | $2,912-25.6% | $4,660-53.5% |
| Participant deferral / active EE | $2,369 | $4,643-49.0% | $4,319-45.1% | $6,688-64.6% |
| Admin fee / account holder | $13,330 | $8,415+58.4% | $7,386+80.5% | $13,397-0.5% |