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 | $40,803 | $114,381-64.3% | $107,525-62.1% | $142,382-71.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 10.73% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,092 | $4,015-72.8% | $3,754-70.9% | $4,299-74.6% |
| Participant deferral / active EE | $11,404 | $5,564+104.9% | $5,116+122.9% | $6,507+75.2% |
| Admin fee / account holder | $18,820 | $9,860+90.9% | $8,919+111.0% | $12,624+49.1% |