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 7-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 | $49,492 | $114,381-56.7% | $107,525-54.0% | $142,382-65.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 10.03% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,507 | $4,015-37.6% | $3,754-33.2% | $4,299-41.7% |
| Participant deferral / active EE | $3,848 | $5,564-30.9% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $18,837 | $9,860+91.0% | $8,919+111.2% | $12,624+49.2% |