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 | $9,707 | $70,756-86.3% | $65,493-85.2% | $142,382-93.2% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 8.46% | 1754.89%-1746.4pp | 982.45%-974.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,761 | $2,881+30.6% | $2,574+46.1% | $4,299-12.5% |
| Participant deferral / active EE | $2,282 | $4,637-50.8% | $3,961-42.4% | $6,507-64.9% |
| Admin fee / account holder | $3,933 | $6,559-40.0% | $5,028-21.8% | $12,624-68.8% |