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 | $29,564 | $88,751-66.7% | $81,812-63.9% | $145,922-79.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 6.91% | 1025.40%-1018.5pp | 773.79%-766.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,930 | $3,083-37.4% | $2,912-33.7% | $4,660-58.6% |
| Participant deferral / active EE | $2,604 | $4,643-43.9% | $4,319-39.7% | $6,688-61.1% |
| Admin fee / account holder | $12,970 | $8,415+54.1% | $7,386+75.6% | $13,397-3.2% |