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 | $65,866 | $226,064-70.9% | $182,532-63.9% | $152,861-56.9% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.4%+4.2pp |
| Annual return | 3.59% | 192.51%-188.9pp | 148.54%-145.0pp | 345.32%-341.7pp |
| Employer contribution / active EE | $6,000 | $4,978+20.5% | $4,076+47.2% | $4,762+26.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15,364 | $10,703+43.5% | $8,592+78.8% | $11,596+32.5% |