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 | $45,854 | $114,381-59.9% | $107,525-57.4% | $142,382-67.8% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 11.54% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,258 | $4,015-43.8% | $3,754-39.8% | $4,299-47.5% |
| Participant deferral / active EE | $3,845 | $5,564-30.9% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $4,343 | $9,860-56.0% | $8,919-51.3% | $12,624-65.6% |