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 | $67,806 | $99,020-31.5% | $86,590-21.7% | $147,584-54.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 8.68% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $5,682 | $3,132+81.4% | $2,839+100.1% | $4,876+16.5% |
| Participant deferral / active EE | $7,459 | $3,972+87.8% | $3,609+106.7% | $5,439+37.1% |
| Admin fee / account holder | $131,399 | $5,710+2201.1% | $4,906+2578.5% | $10,885+1107.1% |