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 | $64,729 | $150,187-56.9% | $120,354-46.2% | $145,922-55.6% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 8.23% | 154.07%-145.8pp | 107.15%-98.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,709 | $4,348-37.7% | $3,463-21.8% | $4,660-41.9% |
| Participant deferral / active EE | $3,979 | $6,173-35.5% | $4,991-20.3% | $6,688-40.5% |
| Admin fee / account holder | $9,027 | $12,207-26.1% | $9,423-4.2% | $13,397-32.6% |