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 | $16,832 | $88,751-81.0% | $81,812-79.4% | $145,922-88.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 7.32% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,129 | $3,083+1.5% | $2,912+7.4% | $4,660-32.9% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,095 | $8,415-87.0% | $7,386-85.2% | $13,397-91.8% |