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 | $34,934 | $74,888-53.4% | $71,209-50.9% | $142,382-75.5% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 12.22% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,154 | $2,854-24.5% | $2,721-20.8% | $4,299-49.9% |
| Participant deferral / active EE | $1,765 | $4,454-60.4% | $4,175-57.7% | $6,507-72.9% |
| Admin fee / account holder | $1,583 | $5,568-71.6% | $5,349-70.4% | $12,624-87.5% |