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 | $29,016 | $96,305-69.9% | $80,569-64.0% | $139,434-79.2% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 6.62% | 1350.08%-1343.5pp | 935.43%-928.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $5,303 | $3,262+62.6% | $2,723+94.7% | $4,751+11.6% |
| Participant deferral / active EE | $3,761 | $5,232-28.1% | $4,447-15.4% | $6,710-43.9% |
| Admin fee / account holder | $21,920 | $6,599+232.2% | $5,377+307.6% | $11,403+92.2% |