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 | $33,044 | $176,662-81.3% | $130,648-74.7% | $152,861-78.4% |
| Participation rate | 95.5% | 79.0%+16.5pp | 71.7%+23.7pp | 82.4%+13.0pp |
| Annual return | 4.47% | 2692.24%-2687.8pp | 1708.96%-1704.5pp | 345.32%-340.8pp |
| Employer contribution / active EE | $864 | $5,742-85.0% | $4,092-78.9% | $4,762-81.9% |
| Participant deferral / active EE | $4,088 | $4,361-6.3% | $3,603+13.5% | $5,850-30.1% |
| Admin fee / account holder | $2,304 | $7,133-67.7% | $5,464-57.8% | $11,596-80.1% |