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 | $32,461 | $88,751-63.4% | $81,812-60.3% | $145,922-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.55% | 1025.40%-1019.9pp | 773.79%-768.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $3,137 | $3,083+1.8% | $2,912+7.7% | $4,660-32.7% |
| Participant deferral / active EE | $1,165 | $4,643-74.9% | $4,319-73.0% | $6,688-82.6% |
| Admin fee / account holder | $9,458 | $8,415+12.4% | $7,386+28.1% | $13,397-29.4% |