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 | $45,133 | $137,414-67.2% | $189,513-76.2% | $85,850-47.4% |
| Participation rate | 88.5% | 84.6%+3.8pp | 87.8%+0.7pp | 69.3%+19.1pp |
| Annual return | 3.88% | 38.14%-34.3pp | 555.15%-551.3pp | 318.53%-314.7pp |
| Employer contribution / active EE | $4,226 | $4,344-2.7% | $6,162-31.4% | $2,565+64.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $632 | $8,630-92.7% | $12,045-94.8% | $6,260-89.9% |