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 | $42,517 | $107,334-60.4% | $92,893-54.2% | $152,861-72.2% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 3.89% | 145.58%-141.7pp | 109.41%-105.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,606 | $4,221-62.0% | $3,653-56.0% | $4,762-66.3% |
| Participant deferral / active EE | $4,872 | $4,845+0.6% | $4,236+15.0% | $5,850-16.7% |
| Admin fee / account holder | $2,488 | $7,079-64.8% | $5,794-57.1% | $11,596-78.5% |