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 10-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 | $45,974 | $88,751-48.2% | $81,812-43.8% | $145,922-68.5% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 8.77% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,978 | $3,083-35.9% | $2,912-32.1% | $4,660-57.6% |
| Participant deferral / active EE | $1,794 | $4,643-61.4% | $4,319-58.5% | $6,688-73.2% |
| Admin fee / account holder | $2,787 | $8,415-66.9% | $7,386-62.3% | $13,397-79.2% |