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 | $28,043 | $74,888-62.6% | $71,209-60.6% | $142,382-80.3% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 10.30% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,788 | $2,854+67.7% | $2,721+76.0% | $4,299+11.4% |
| Participant deferral / active EE | $1,972 | $4,454-55.7% | $4,175-52.8% | $6,507-69.7% |
| Admin fee / account holder | $2,983 | $5,568-46.4% | $5,349-44.2% | $12,624-76.4% |