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 | $48,237 | $102,966-53.2% | $90,281-46.6% | $152,861-68.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 7.18% | 95.16%-88.0pp | 78.10%-70.9pp | 345.32%-338.1pp |
| Employer contribution / active EE | $5,252 | $3,139+67.3% | $2,854+84.0% | $4,762+10.3% |
| Participant deferral / active EE | $4,514 | $4,281+5.4% | $3,885+16.2% | $5,850-22.8% |
| Admin fee / account holder | $1,864 | $6,171-69.8% | $5,351-65.2% | $11,596-83.9% |