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 | $37,966 | $114,381-66.8% | $107,525-64.7% | $142,382-73.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 2.20% | 242.71%-240.5pp | 181.32%-179.1pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,760 | $4,015-31.2% | $3,754-26.5% | $4,299-35.8% |
| Participant deferral / active EE | $10,884 | $5,564+95.6% | $5,116+112.8% | $6,507+67.3% |
| Admin fee / account holder | $210,465 | $9,860+2034.5% | $8,919+2259.8% | $12,624+1567.2% |