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 | $37,567 | $157,256-76.1% | $141,162-73.4% | $152,861-75.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 13.30% | 64.32%-51.0pp | 71.39%-58.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $7,143 | $5,261+35.8% | $4,735+50.9% | $4,762+50.0% |
| Participant deferral / active EE | $3,567 | $7,109-49.8% | $6,709-46.8% | $5,850-39.0% |
| Admin fee / account holder | $14,731 | $12,120+21.5% | $10,261+43.6% | $11,596+27.0% |