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 | $53,381 | $105,998-49.6% | $92,233-42.1% | $147,584-63.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 9.70% | 50.05%-40.3pp | 176.28%-166.6pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,412 | $4,333-67.4% | $3,679-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $6,855 | $4,478+53.1% | $3,897+75.9% | $5,439+26.0% |
| Admin fee / account holder | $806 | $6,332-87.3% | $5,194-84.5% | $10,885-92.6% |