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 | $53,845 | $202,318-73.4% | $172,739-68.8% | $152,861-64.8% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 6.23% | 1029.65%-1023.4pp | 802.84%-796.6pp | 345.32%-339.1pp |
| Employer contribution / active EE | $5,970 | $5,856+1.9% | $5,143+16.1% | $4,762+25.4% |
| Participant deferral / active EE | $3,160 | $5,948-46.9% | $5,198-39.2% | $5,850-46.0% |
| Admin fee / account holder | $2,390 | $17,109-86.0% | $13,954-82.9% | $11,596-79.4% |