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 | $52,391 | $177,572-70.5% | $154,803-66.2% | $142,382-63.2% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 8.14% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,760 | $4,810-63.4% | $4,305-59.1% | $4,299-59.1% |
| Participant deferral / active EE | $5,787 | $6,272-7.7% | $5,540+4.4% | $6,507-11.1% |
| Admin fee / account holder | $33,614 | $16,786+100.2% | $14,329+134.6% | $12,624+166.3% |