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 | $33,899 | $126,574-73.2% | $106,213-68.1% | $145,922-76.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 6.42% | 224.79%-218.4pp | 116.14%-109.7pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,395 | $3,730-62.6% | $3,171-56.0% | $4,660-70.1% |
| Participant deferral / active EE | $2,766 | $5,724-51.7% | $5,016-44.8% | $6,688-58.6% |
| Admin fee / account holder | $914 | $17,304-94.7% | $11,033-91.7% | $13,397-93.2% |