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 | $43,510 | $148,534-70.7% | $135,903-68.0% | $139,434-68.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.86% | 79.19%-68.3pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,256 | $5,243-57.0% | $4,856-53.6% | $4,751-52.5% |
| Participant deferral / active EE | $5,016 | $8,100-38.1% | $7,758-35.3% | $6,710-25.3% |
| Admin fee / account holder | $30,781 | $12,400+148.2% | $10,762+186.0% | $11,403+169.9% |