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 | $34,710 | $96,635-64.1% | $86,612-59.9% | $139,434-75.1% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 8.60% | 106.41%-97.8pp | 591.07%-582.5pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,619 | $3,263-19.7% | $3,022-13.3% | $4,751-44.9% |
| Participant deferral / active EE | $4,162 | $4,836-13.9% | $4,438-6.2% | $6,710-38.0% |
| Admin fee / account holder | $3,250 | $6,408-49.3% | $5,614-42.1% | $11,403-71.5% |