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 | $61,568 | $158,398-61.1% | $126,539-51.3% | $142,382-56.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 8.02% | 593.76%-585.7pp | 425.95%-417.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $225 | $4,650-95.2% | $3,674-93.9% | $4,299-94.8% |
| Participant deferral / active EE | $2,597 | $4,767-45.5% | $4,083-36.4% | $6,507-60.1% |
| Admin fee / account holder | $12,874 | $6,918+86.1% | $6,065+112.3% | $12,624+2.0% |