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 | $24,101 | $102,604-76.5% | $86,188-72.0% | $139,434-82.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 7.87% | 1922.51%-1914.6pp | 1168.45%-1160.6pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,110 | $3,032-30.4% | $2,380-11.4% | $4,751-55.6% |
| Participant deferral / active EE | $5,830 | $4,676+24.7% | $3,985+46.3% | $6,710-13.1% |
| Admin fee / account holder | $911 | $8,657-89.5% | $6,852-86.7% | $11,403-92.0% |