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 | $44,287 | $226,064-80.4% | $182,532-75.7% | $152,861-71.0% |
| Participation rate | 92.3% | 82.5%+9.9pp | 78.0%+14.3pp | 82.4%+9.9pp |
| Annual return | 0.64% | 192.51%-191.9pp | 148.54%-147.9pp | 345.32%-344.7pp |
| Employer contribution / active EE | $1,936 | $4,978-61.1% | $4,076-52.5% | $4,762-59.4% |
| Participant deferral / active EE | $2,796 | $6,368-56.1% | $5,524-49.4% | $5,850-52.2% |
| Admin fee / account holder | $1,948 | $10,703-81.8% | $8,592-77.3% | $11,596-83.2% |