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 3-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 | $38,197 | $183,519-79.2% | $155,509-75.4% | $145,922-73.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.26% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,222 | $5,313-58.2% | $4,672-52.4% | $4,660-52.3% |
| Participant deferral / active EE | $4,047 | $6,462-37.4% | $5,626-28.1% | $6,688-39.5% |
| Admin fee / account holder | $368 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |