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 | $40,232 | $105,181-61.7% | $159,436-74.8% | $85,850-53.1% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 10.97% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,427 | $3,318-26.9% | $4,829-49.8% | $2,565-5.4% |
| Participant deferral / active EE | $7,501 | $5,945+26.2% | $7,352+2.0% | $3,952+89.8% |
| Admin fee / account holder | $19,225 | $6,933+177.3% | $10,799+78.0% | $6,260+207.1% |