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 | $47,032 | $95,561-50.8% | $77,163-39.0% | $139,434-66.3% |
| Participation rate | 92.3% | 73.9%+18.4pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 8.87% | 54.92%-46.1pp | 37.87%-29.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $3,728 | $3,147+18.4% | $2,535+47.1% | $4,751-21.5% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $392 | $8,295-95.3% | $5,472-92.8% | $11,403-96.6% |