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 | $39,785 | $88,751-55.2% | $81,812-51.4% | $145,922-72.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 6.94% | 1025.40%-1018.5pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,387 | $3,083-22.6% | $2,912-18.0% | $4,660-48.8% |
| Participant deferral / active EE | $4,916 | $4,643+5.9% | $4,319+13.8% | $6,688-26.5% |
| Admin fee / account holder | $9,067 | $8,415+7.7% | $7,386+22.8% | $13,397-32.3% |