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 | $37,973 | $96,635-60.7% | $86,612-56.2% | $139,434-72.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 9.69% | 106.41%-96.7pp | 591.07%-581.4pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,423 | $3,263+66.2% | $3,022+79.4% | $4,751+14.1% |
| Participant deferral / active EE | $5,842 | $4,836+20.8% | $4,438+31.6% | $6,710-12.9% |
| Admin fee / account holder | $5,834 | $6,408-9.0% | $5,614+3.9% | $11,403-48.8% |