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 | $40,271 | $57,281-29.7% | $86,612-53.5% | $75,163-46.4% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 8.15% | 2670.75%-2662.6pp | 591.07%-582.9pp | 160.62%-152.5pp |
| Employer contribution / active EE | $3,418 | $2,314+47.7% | $3,022+13.1% | $2,670+28.0% |
| Participant deferral / active EE | $1,956 | $3,318-41.1% | $4,438-55.9% | $4,125-52.6% |
| Admin fee / account holder | $6,856 | $4,112+66.7% | $5,614+22.1% | $5,651+21.3% |