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 | $35,377 | $109,327-67.6% | $89,391-60.4% | $158,922-77.7% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 2.88% | 345.68%-342.8pp | 245.62%-242.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,177 | $3,170-31.3% | $2,586-15.8% | $4,761-54.3% |
| Participant deferral / active EE | $5,831 | $4,598+26.8% | $3,890+49.9% | $5,982-2.5% |
| Admin fee / account holder | $3,953 | $6,153-35.7% | $4,881-19.0% | $11,246-64.8% |