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 | $69,739 | $176,812-60.6% | $146,665-52.4% | $167,490-58.4% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 8.15% | 24.03%-15.9pp | 22.74%-14.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $3,829 | $5,160-25.8% | $4,136-7.4% | $4,837-20.9% |
| Participant deferral / active EE | $2,889 | $6,440-55.1% | $5,506-47.5% | $6,341-54.4% |
| Admin fee / account holder | $649 | $13,259-95.1% | $10,280-93.7% | $12,309-94.7% |