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 | $33,368 | $96,635-65.5% | $86,612-61.5% | $139,434-76.1% |
| Participation rate | 95.5% | 74.4%+21.1pp | 71.7%+23.8pp | 80.3%+15.1pp |
| Annual return | 7.12% | 106.41%-99.3pp | 591.07%-583.9pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,362 | $3,263-58.3% | $3,022-54.9% | $4,751-71.3% |
| Participant deferral / active EE | $4,875 | $4,836+0.8% | $4,438+9.9% | $6,710-27.3% |
| Admin fee / account holder | $6,825 | $6,408+6.5% | $5,614+21.6% | $11,403-40.1% |