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 | $65,458 | $104,907-37.6% | $84,611-22.6% | $152,861-57.2% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 5.92% | 373.79%-367.9pp | 258.74%-252.8pp | 345.32%-339.4pp |
| Employer contribution / active EE | $668 | $3,302-79.8% | $2,652-74.8% | $4,762-86.0% |
| Participant deferral / active EE | $1,410 | $4,688-69.9% | $3,899-63.8% | $5,850-75.9% |
| Admin fee / account holder | $5,574 | $6,241-10.7% | $4,912+13.5% | $11,596-51.9% |