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 | $27,970 | $159,901-82.5% | $146,958-81.0% | $145,922-80.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 9.38% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,439 | $5,286-53.9% | $4,933-50.6% | $4,660-47.7% |
| Participant deferral / active EE | $4,841 | $8,428-42.6% | $8,070-40.0% | $6,688-27.6% |
| Admin fee / account holder | $33,572 | $15,044+123.2% | $12,998+158.3% | $13,397+150.6% |