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 | $45,187 | $177,572-74.6% | $154,803-70.8% | $142,382-68.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 7.43% | 65.07%-57.6pp | 58.88%-51.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,526 | $4,810-47.5% | $4,305-41.3% | $4,299-41.3% |
| Participant deferral / active EE | $4,977 | $6,272-20.6% | $5,540-10.2% | $6,507-23.5% |
| Admin fee / account holder | $28,447 | $16,786+69.5% | $14,329+98.5% | $12,624+125.3% |