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 | $38,190 | $102,317-62.7% | $146,958-74.0% | $80,856-52.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 11.58% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,505 | $3,713-32.5% | $4,933-49.2% | $2,755-9.1% |
| Participant deferral / active EE | $4,567 | $6,644-31.3% | $8,070-43.4% | $4,296+6.3% |
| Admin fee / account holder | $1,464 | $7,941-81.6% | $12,998-88.7% | $6,918-78.8% |