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 8-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 | $43,136 | $124,281-65.3% | $109,143-60.5% | $167,490-74.2% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 7.68% | 26.04%-18.4pp | 25.75%-18.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,623 | $4,207-61.4% | $3,722-56.4% | $4,837-66.4% |
| Participant deferral / active EE | $3,822 | $5,255-27.3% | $4,653-17.9% | $6,341-39.7% |
| Admin fee / account holder | $3,394 | $7,970-57.4% | $6,752-49.7% | $12,309-72.4% |