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 | $40,218 | $159,901-74.8% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.35% | 98.13%-92.8pp | 418.34%-413.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,650 | $5,286-68.8% | $4,933-66.6% | $4,660-64.6% |
| Participant deferral / active EE | $4,470 | $8,428-47.0% | $8,070-44.6% | $6,688-33.2% |
| Admin fee / account holder | $65,860 | $15,044+337.8% | $12,998+406.7% | $13,397+391.6% |