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 | $26,261 | $99,020-73.5% | $86,590-69.7% | $147,584-82.2% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 8.36% | 1312.34%-1304.0pp | 964.84%-956.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $5,727 | $3,132+82.9% | $2,839+101.7% | $4,876+17.4% |
| Participant deferral / active EE | $1,221 | $3,972-69.3% | $3,609-66.2% | $5,439-77.5% |
| Admin fee / account holder | $5,418 | $5,710-5.1% | $4,906+10.4% | $10,885-50.2% |