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 | $63,599 | $74,888-15.1% | $71,209-10.7% | $142,382-55.3% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 9.00% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,250 | $2,854-56.2% | $2,721-54.1% | $4,299-70.9% |
| Participant deferral / active EE | $4,620 | $4,454+3.7% | $4,175+10.6% | $6,507-29.0% |
| Admin fee / account holder | $1,150 | $5,568-79.3% | $5,349-78.5% | $12,624-90.9% |