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 | $44,998 | $157,256-71.4% | $141,162-68.1% | $152,861-70.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 11.95% | 64.32%-52.4pp | 71.39%-59.4pp | 345.32%-333.4pp |
| Employer contribution / active EE | $4,215 | $5,261-19.9% | $4,735-11.0% | $4,762-11.5% |
| Participant deferral / active EE | $6,863 | $7,109-3.5% | $6,709+2.3% | $5,850+17.3% |
| Admin fee / account holder | $30,077 | $12,120+148.2% | $10,261+193.1% | $11,596+159.4% |