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 | $28,093 | $115,770-75.7% | $101,248-72.3% | $158,922-82.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 4.91% | 56.14%-51.2pp | 46.47%-41.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $893 | $4,175-78.6% | $3,660-75.6% | $4,761-81.3% |
| Participant deferral / active EE | $2,947 | $4,957-40.6% | $4,370-32.6% | $5,982-50.7% |
| Admin fee / account holder | $1,496 | $7,245-79.4% | $5,945-74.8% | $11,246-86.7% |