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 | $72,467 | $105,181-31.1% | $159,436-54.5% | $85,850-15.6% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 4.44% | 45.07%-40.6pp | 263.57%-259.1pp | 318.53%-314.1pp |
| Employer contribution / active EE | $6,046 | $3,318+82.2% | $4,829+25.2% | $2,565+135.7% |
| Participant deferral / active EE | $11,801 | $5,945+98.5% | $7,352+60.5% | $3,952+198.6% |
| Admin fee / account holder | $13,920 | $6,933+100.8% | $10,799+28.9% | $6,260+122.4% |