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 | $44,841 | $114,047-60.7% | $96,139-53.4% | $167,490-73.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 6.67% | 189.88%-183.2pp | 191.94%-185.3pp | 478.56%-471.9pp |
| Employer contribution / active EE | $3,143 | $3,427-8.3% | $2,797+12.4% | $4,837-35.0% |
| Participant deferral / active EE | $15,219 | $5,194+193.0% | $4,349+250.0% | $6,341+140.0% |
| Admin fee / account holder | $407 | $6,897-94.1% | $5,537-92.6% | $12,309-96.7% |