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 | $34,611 | $102,966-66.4% | $90,281-61.7% | $152,861-77.4% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 6.22% | 95.16%-88.9pp | 78.10%-71.9pp | 345.32%-339.1pp |
| Employer contribution / active EE | $3,532 | $3,139+12.5% | $2,854+23.7% | $4,762-25.8% |
| Participant deferral / active EE | $1,490 | $4,281-65.2% | $3,885-61.6% | $5,850-74.5% |
| Admin fee / account holder | $381 | $6,171-93.8% | $5,351-92.9% | $11,596-96.7% |