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 | $87,463 | $144,119-39.3% | $117,854-25.8% | $147,584-40.7% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 8.41% | 531.15%-522.7pp | 335.08%-326.7pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,893 | $4,896-61.3% | $3,786-50.0% | $4,876-61.2% |
| Participant deferral / active EE | $4,525 | $5,316-14.9% | $4,482+1.0% | $5,439-16.8% |
| Admin fee / account holder | $1,928 | $10,886-82.3% | $8,020-76.0% | $10,885-82.3% |