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 | $44,766 | $227,553-80.3% | $189,557-76.4% | $167,490-73.3% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.4%+15.3pp | 82.1%+11.6pp |
| Annual return | 7.42% | 78.40%-71.0pp | 64.17%-56.8pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,156 | $5,316-78.3% | $4,412-73.8% | $4,837-76.1% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,887 | $11,878-58.9% | $9,807-50.2% | $12,309-60.3% |