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 | $42,644 | $108,919-60.8% | $100,391-57.5% | $145,922-70.8% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 9.48% | 57.88%-48.4pp | 49.20%-39.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,359 | $4,419-69.3% | $3,942-65.5% | $4,660-70.8% |
| Participant deferral / active EE | $3,008 | $8,445-64.4% | $8,082-62.8% | $6,688-55.0% |
| Admin fee / account holder | $7,412 | $9,689-23.5% | $7,899-6.2% | $13,397-44.7% |