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 | $33,659 | $30,400+10.7% | $53,898-37.6% | $84,808-60.3% |
| Participation rate | 90.5% | 46.4%+44.0pp | 55.0%+35.5pp | 68.3%+22.2pp |
| Annual return | 9.02% | 500.19%-491.2pp | 528.60%-519.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $2,152 | $603+257.1% | $932+130.9% | $2,631-18.2% |
| Participant deferral / active EE | $2,888 | $1,199+140.9% | $1,826+58.1% | $4,212-31.4% |
| Admin fee / account holder | $2,453 | $1,993+23.1% | $2,491-1.5% | $7,344-66.6% |