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 | $31,982 | $105,181-69.6% | $159,436-79.9% | $85,850-62.7% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 9.63% | 45.07%-35.4pp | 263.57%-253.9pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,055 | $3,318-68.2% | $4,829-78.1% | $2,565-58.9% |
| Participant deferral / active EE | $2,612 | $5,945-56.1% | $7,352-64.5% | $3,952-33.9% |
| Admin fee / account holder | $2,689 | $6,933-61.2% | $10,799-75.1% | $6,260-57.0% |