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 | $44,982 | $108,919-58.7% | $100,391-55.2% | $145,922-69.2% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 7.51% | 57.88%-50.4pp | 49.20%-41.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $4,845 | $4,419+9.6% | $3,942+22.9% | $4,660+4.0% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,926 | $9,689-7.9% | $7,899+13.0% | $13,397-33.4% |