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 | $97,904 | $203,436-51.9% | $152,466-35.8% | $167,490-41.5% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.2%+16.2pp | 82.1%+12.3pp |
| Annual return | 7.15% | 13.80%-6.6pp | 757.33%-750.2pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,454 | $5,220-72.2% | $4,327-66.4% | $4,837-69.9% |
| Participant deferral / active EE | $3,638 | $6,716-45.8% | $5,820-37.5% | $6,341-42.6% |
| Admin fee / account holder | $28,521 | $22,506+26.7% | $15,805+80.5% | $12,309+131.7% |