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 | $53,396 | $183,519-70.9% | $155,509-65.7% | $145,922-63.4% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 6.86% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,743 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $7,362 | $6,462+13.9% | $5,626+30.9% | $6,688+10.1% |
| Admin fee / account holder | $631 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |