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 | $55,290 | $99,020-44.2% | $86,590-36.1% | $147,584-62.5% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 7.42% | 1312.34%-1304.9pp | 964.84%-957.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $709 | $3,132-77.4% | $2,839-75.0% | $4,876-85.5% |
| Participant deferral / active EE | $1,521 | $3,972-61.7% | $3,609-57.9% | $5,439-72.0% |
| Admin fee / account holder | $3,047 | $5,710-46.6% | $4,906-37.9% | $10,885-72.0% |