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 | $45,964 | $157,256-70.8% | $141,162-67.4% | $152,861-69.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 12.47% | 64.32%-51.9pp | 71.39%-58.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,260 | $5,261-57.0% | $4,735-52.3% | $4,762-52.5% |
| Participant deferral / active EE | $6,858 | $7,109-3.5% | $6,709+2.2% | $5,850+17.2% |
| Admin fee / account holder | $17,657 | $12,120+45.7% | $10,261+72.1% | $11,596+52.3% |