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 | $37,773 | $104,251-63.8% | $91,001-58.5% | $147,584-74.4% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | 6.66% | 27.06%-20.4pp | 4.60%+2.1pp | 578.55%-571.9pp |
| Employer contribution / active EE | $3,529 | $3,116+13.3% | $2,456+43.7% | $4,876-27.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,717 | $8,948-13.8% | $5,417+42.4% | $10,885-29.1% |