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 4-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 | $73,366 | $99,921-26.6% | $85,009-13.7% | $145,959-49.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.40% | 83.89%-76.5pp | 66.47%-59.1pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,160 | $3,233-64.1% | $2,728-57.5% | $4,661-75.1% |
| Participant deferral / active EE | $5,513 | $5,293+4.2% | $4,522+21.9% | $6,689-17.6% |
| Admin fee / account holder | $582 | $7,252-92.0% | $6,153-90.5% | $13,398-95.7% |