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 | $39,466 | $102,966-61.7% | $90,281-56.3% | $152,861-74.2% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 5.57% | 95.16%-89.6pp | 78.10%-72.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $3,434 | $3,139+9.4% | $2,854+20.3% | $4,762-27.9% |
| Participant deferral / active EE | $8,014 | $4,281+87.2% | $3,885+106.2% | $5,850+37.0% |
| Admin fee / account holder | $457 | $6,171-92.6% | $5,351-91.5% | $11,596-96.1% |