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 | $51,216 | $176,056-70.9% | $159,436-67.9% | $167,490-69.4% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 8.41% | 331.75%-323.3pp | 263.57%-255.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $4,853 | $5,297-8.4% | $4,829+0.5% | $4,837+0.3% |
| Participant deferral / active EE | $7,928 | $7,750+2.3% | $7,352+7.8% | $6,341+25.0% |
| Admin fee / account holder | $44,559 | $12,554+254.9% | $10,799+312.6% | $12,309+262.0% |