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 | $46,408 | $202,318-77.1% | $172,739-73.1% | $152,861-69.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 8.11% | 1029.65%-1021.5pp | 802.84%-794.7pp | 345.32%-337.2pp |
| Employer contribution / active EE | $1,382 | $5,856-76.4% | $5,143-73.1% | $4,762-71.0% |
| Participant deferral / active EE | $2,095 | $5,948-64.8% | $5,198-59.7% | $5,850-64.2% |
| Admin fee / account holder | $7,431 | $17,109-56.6% | $13,954-46.7% | $11,596-35.9% |