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 | $44,101 | $104,907-58.0% | $84,611-47.9% | $152,861-71.1% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 2.68% | 373.79%-371.1pp | 258.74%-256.1pp | 345.32%-342.6pp |
| Employer contribution / active EE | $2,147 | $3,302-35.0% | $2,652-19.0% | $4,762-54.9% |
| Participant deferral / active EE | $3,605 | $4,688-23.1% | $3,899-7.5% | $5,850-38.4% |
| Admin fee / account holder | $5,700 | $6,241-8.7% | $4,912+16.0% | $11,596-50.8% |