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 | $33,006 | $159,934-79.4% | $147,005-77.5% | $145,959-77.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.59% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,167 | $5,287-59.0% | $4,934-56.1% | $4,661-53.5% |
| Participant deferral / active EE | $3,547 | $8,427-57.9% | $8,070-56.0% | $6,689-47.0% |
| Admin fee / account holder | $20,142 | $15,053+33.8% | $13,006+54.9% | $13,398+50.3% |