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 | $46,039 | $114,381-59.7% | $107,525-57.2% | $142,382-67.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 8.53% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,470 | $4,015-38.5% | $3,754-34.2% | $4,299-42.5% |
| Participant deferral / active EE | $4,097 | $5,564-26.4% | $5,116-19.9% | $6,507-37.0% |
| Admin fee / account holder | $39,940 | $9,860+305.1% | $8,919+347.8% | $12,624+216.4% |