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 | $48,981 | $165,912-70.5% | $122,332-60.0% | $147,584-66.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 6.01% | 34.55%-28.5pp | 30.27%-24.3pp | 578.55%-572.5pp |
| Employer contribution / active EE | $2,402 | $5,754-58.3% | $4,050-40.7% | $4,876-50.7% |
| Participant deferral / active EE | $4,149 | $4,005+3.6% | $3,287+26.2% | $5,439-23.7% |
| Admin fee / account holder | $15,973 | $7,424+115.2% | $5,478+191.6% | $10,885+46.7% |