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 | $58,322 | $90,348-35.4% | $75,972-23.2% | $145,922-60.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 7.86% | 620.88%-613.0pp | 359.55%-351.7pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,101 | $3,311-6.3% | $2,685+15.5% | $4,660-33.4% |
| Participant deferral / active EE | $5,526 | $5,162+7.1% | $4,255+29.9% | $6,688-17.4% |
| Admin fee / account holder | $4,083 | $8,467-51.8% | $6,467-36.9% | $13,397-69.5% |