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 | $46,045 | $114,381-59.7% | $107,525-57.2% | $142,382-67.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 6.34% | 242.71%-236.4pp | 181.32%-175.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $7,373 | $4,015+83.6% | $3,754+96.4% | $4,299+71.5% |
| Participant deferral / active EE | $5,426 | $5,564-2.5% | $5,116+6.1% | $6,507-16.6% |
| Admin fee / account holder | $61,362 | $9,860+522.3% | $8,919+588.0% | $12,624+386.1% |