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 | $45,905 | $100,970-54.5% | $96,576-52.5% | $137,256-66.6% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 9.07% | 38.16%-29.1pp | 38.47%-29.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,860 | $3,809-24.9% | $3,553-19.5% | $4,156-31.2% |
| Participant deferral / active EE | $5,398 | $8,286-34.9% | $7,956-32.2% | $6,407-15.7% |
| Admin fee / account holder | $34,384 | $11,312+204.0% | $11,381+202.1% | $12,270+180.2% |