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 | $39,070 | $88,751-56.0% | $81,812-52.2% | $145,922-73.2% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 9.45% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,480 | $3,083-52.0% | $2,912-49.2% | $4,660-68.2% |
| Participant deferral / active EE | $1,110 | $4,643-76.1% | $4,319-74.3% | $6,688-83.4% |
| Admin fee / account holder | $5,573 | $8,415-33.8% | $7,386-24.5% | $13,397-58.4% |