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 | $91,281 | $98,750-7.6% | $149,696-39.0% | $79,858+14.3% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 10.63% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,447 | $3,216+69.3% | $4,644+17.3% | $2,471+120.4% |
| Participant deferral / active EE | $2,795 | $5,680-50.8% | $6,842-59.1% | $3,740-25.3% |
| Admin fee / account holder | $13,570 | $6,053+124.2% | $9,309+45.8% | $5,306+155.7% |