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 | $39,913 | $91,538-56.4% | $129,995-69.3% | $75,163-46.9% |
| Participation rate | 93.6% | 71.4%+22.2pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 9.49% | -631.11%+640.6pp | -137.18%+146.7pp | 160.62%-151.1pp |
| Employer contribution / active EE | $2,073 | $2,845-27.1% | $4,320-52.0% | $2,670-22.3% |
| Participant deferral / active EE | $2,681 | $4,341-38.2% | $5,820-53.9% | $4,125-35.0% |
| Admin fee / account holder | $6,283 | $6,790-7.5% | $10,614-40.8% | $5,651+11.2% |