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 | $33,462 | $105,181-68.2% | $159,436-79.0% | $85,850-61.0% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.8%-1.6pp | 69.3%+11.9pp |
| Annual return | 12.38% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $8,333 | $3,318+151.1% | $4,829+72.6% | $2,565+224.9% |
| Participant deferral / active EE | $3,527 | $5,945-40.7% | $7,352-52.0% | $3,952-10.7% |
| Admin fee / account holder | $1,574 | $6,933-77.3% | $10,799-85.4% | $6,260-74.9% |