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 | $33,089 | $150,440-78.0% | $136,294-75.7% | $147,584-77.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 9.52% | 1049.08%-1039.6pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $2,361 | $5,256-55.1% | $4,695-49.7% | $4,876-51.6% |
| Participant deferral / active EE | $5,175 | $6,630-22.0% | $6,247-17.2% | $5,439-4.8% |
| Admin fee / account holder | $14,650 | $10,905+34.3% | $9,243+58.5% | $10,885+34.6% |