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 5-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 | $80,482 | $108,919-26.1% | $100,391-19.8% | $145,922-44.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,292 | $4,419-2.9% | $3,942+8.9% | $4,660-7.9% |
| Participant deferral / active EE | $18,290 | $8,445+116.6% | $8,082+126.3% | $6,688+173.5% |
| Admin fee / account holder | $687 | $9,689-92.9% | $7,899-91.3% | $13,397-94.9% |