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 | $49,978 | $159,901-68.7% | $146,958-66.0% | $145,922-65.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.65% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,677 | $5,286-49.4% | $4,933-45.7% | $4,660-42.6% |
| Participant deferral / active EE | $3,504 | $8,428-58.4% | $8,070-56.6% | $6,688-47.6% |
| Admin fee / account holder | $453 | $15,044-97.0% | $12,998-96.5% | $13,397-96.6% |