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 | $38,768 | $90,348-57.1% | $75,972-49.0% | $145,922-73.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 8.16% | 620.88%-612.7pp | 359.55%-351.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,773 | $3,311-46.5% | $2,685-34.0% | $4,660-62.0% |
| Participant deferral / active EE | $2,006 | $5,162-61.1% | $4,255-52.9% | $6,688-70.0% |
| Admin fee / account holder | $3,871 | $8,467-54.3% | $6,467-40.1% | $13,397-71.1% |