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 4-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 | $75,355 | $96,305-21.8% | $80,569-6.5% | $139,434-46.0% |
| Participation rate | 76.9% | 73.6%+3.3pp | 67.0%+9.9pp | 80.3%-3.4pp |
| Annual return | 3.31% | 1350.08%-1346.8pp | 935.43%-932.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $1,456 | $3,262-55.4% | $2,723-46.5% | $4,751-69.4% |
| Participant deferral / active EE | $1,645 | $5,232-68.6% | $4,447-63.0% | $6,710-75.5% |
| Admin fee / account holder | $6,699 | $6,599+1.5% | $5,377+24.6% | $11,403-41.2% |