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 | $38,994 | $107,334-63.7% | $92,893-58.0% | $152,861-74.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 1.33% | 145.58%-144.2pp | 109.41%-108.1pp | 345.32%-344.0pp |
| Employer contribution / active EE | $9,138 | $4,221+116.5% | $3,653+150.2% | $4,762+91.9% |
| Participant deferral / active EE | $2,102 | $4,845-56.6% | $4,236-50.4% | $5,850-64.1% |
| Admin fee / account holder | $549 | $7,079-92.2% | $5,794-90.5% | $11,596-95.3% |