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 | $29,407 | $98,240-70.1% | $82,313-64.3% | $147,584-80.1% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 7.06% | 30.85%-23.8pp | 25.88%-18.8pp | 578.55%-571.5pp |
| Employer contribution / active EE | $8,263 | $3,192+158.9% | $2,428+240.3% | $4,876+69.4% |
| Participant deferral / active EE | $1,663 | $4,383-62.1% | $3,706-55.1% | $5,439-69.4% |
| Admin fee / account holder | $8,260 | $8,563-3.5% | $5,608+47.3% | $10,885-24.1% |