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 | $41,509 | $105,998-60.8% | $92,233-55.0% | $147,584-71.9% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 8.93% | 50.05%-41.1pp | 176.28%-167.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,177 | $4,333-49.8% | $3,679-40.8% | $4,876-55.4% |
| Participant deferral / active EE | $3,098 | $4,478-30.8% | $3,897-20.5% | $5,439-43.0% |
| Admin fee / account holder | $1,697 | $6,332-73.2% | $5,194-67.3% | $10,885-84.4% |