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 6-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 | $36,771 | $185,200-80.1% | $142,863-74.3% | $167,490-78.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 3.87% | 8555.70%-8551.8pp | 5637.54%-5633.7pp | 478.56%-474.7pp |
| Employer contribution / active EE | $10,372 | $5,604+85.1% | $4,144+150.3% | $4,837+114.4% |
| Participant deferral / active EE | $5,200 | $4,494+15.7% | $3,837+35.5% | $6,341-18.0% |
| Admin fee / account holder | $497 | $8,031-93.8% | $6,560-92.4% | $12,309-96.0% |