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 | $78,140 | $158,398-50.7% | $126,539-38.2% | $142,382-45.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 10.10% | 593.76%-583.7pp | 425.95%-415.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,012 | $4,650-78.2% | $3,674-72.5% | $4,299-76.5% |
| Participant deferral / active EE | $714 | $4,767-85.0% | $4,083-82.5% | $6,507-89.0% |
| Admin fee / account holder | $437 | $6,918-93.7% | $6,065-92.8% | $12,624-96.5% |