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 | $34,389 | $109,817-68.7% | $98,442-65.1% | $167,490-79.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 5.18% | 1956.69%-1951.5pp | 1492.73%-1487.5pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,932 | $3,224-40.1% | $2,960-34.7% | $4,837-60.1% |
| Participant deferral / active EE | $2,109 | $4,673-54.9% | $4,276-50.7% | $6,341-66.7% |
| Admin fee / account holder | $10,244 | $6,753+51.7% | $5,949+72.2% | $12,309-16.8% |