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 | $37,967 | $133,922-71.7% | $116,228-67.3% | $142,382-73.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 7.24% | 147.76%-140.5pp | 90.06%-82.8pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,543 | $3,446-55.2% | $2,994-48.5% | $4,299-64.1% |
| Participant deferral / active EE | $2,246 | $5,672-60.4% | $4,953-54.6% | $6,507-65.5% |
| Admin fee / account holder | $59,275 | $14,945+296.6% | $11,989+394.4% | $12,624+369.6% |