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 | $52,683 | $74,888-29.7% | $71,209-26.0% | $142,382-63.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 9.06% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,173 | $2,854+46.2% | $2,721+53.3% | $4,299-2.9% |
| Participant deferral / active EE | $4,856 | $4,454+9.0% | $4,175+16.3% | $6,507-25.4% |
| Admin fee / account holder | $70,479 | $5,568+1165.7% | $5,349+1217.7% | $12,624+458.3% |