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 5-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 | $45,488 | $185,200-75.4% | $142,863-68.2% | $167,490-72.8% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 2.00% | 8555.70%-8553.7pp | 5637.54%-5635.5pp | 478.56%-476.6pp |
| Employer contribution / active EE | $12,857 | $5,604+129.4% | $4,144+210.3% | $4,837+165.8% |
| Participant deferral / active EE | $5,571 | $4,494+24.0% | $3,837+45.2% | $6,341-12.1% |
| Admin fee / account holder | $618 | $8,031-92.3% | $6,560-90.6% | $12,309-95.0% |