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 | $32,913 | $105,998-68.9% | $92,233-64.3% | $147,584-77.7% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 7.94% | 50.05%-42.1pp | 176.28%-168.3pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,370 | $4,333-22.2% | $3,679-8.4% | $4,876-30.9% |
| Participant deferral / active EE | $9,493 | $4,478+112.0% | $3,897+143.6% | $5,439+74.6% |
| Admin fee / account holder | $38,997 | $6,332+515.8% | $5,194+650.9% | $10,885+258.3% |