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 | $40,780 | $209,411-80.5% | $178,490-77.2% | $158,922-74.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 3.18% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $7,983 | $5,706+39.9% | $5,011+59.3% | $4,761+67.7% |
| Participant deferral / active EE | $2,911 | $5,954-51.1% | $5,202-44.0% | $5,982-51.3% |
| Admin fee / account holder | $8,499 | $17,074-50.2% | $13,984-39.2% | $11,246-24.4% |