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 | $24,146 | $102,966-76.5% | $90,281-73.3% | $152,861-84.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 9.03% | 95.16%-86.1pp | 78.10%-69.1pp | 345.32%-336.3pp |
| Employer contribution / active EE | $2,474 | $3,139-21.2% | $2,854-13.3% | $4,762-48.0% |
| Participant deferral / active EE | $1,400 | $4,281-67.3% | $3,885-64.0% | $5,850-76.1% |
| Admin fee / account holder | $5,504 | $6,171-10.8% | $5,351+2.9% | $11,596-52.5% |