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 | $40,851 | $109,817-62.8% | $98,442-58.5% | $167,490-75.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 8.34% | 1956.69%-1948.3pp | 1492.73%-1484.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,452 | $3,224-23.9% | $2,960-17.1% | $4,837-49.3% |
| Participant deferral / active EE | $4,310 | $4,673-7.8% | $4,276+0.8% | $6,341-32.0% |
| Admin fee / account holder | $32,615 | $6,753+383.0% | $5,949+448.2% | $12,309+165.0% |