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 | $43,036 | $107,334-59.9% | $92,893-53.7% | $152,861-71.8% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 9.32% | 145.58%-136.3pp | 109.41%-100.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $1,068 | $4,221-74.7% | $3,653-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $3,273 | $4,845-32.4% | $4,236-22.7% | $5,850-44.1% |
| Admin fee / account holder | $1,205 | $7,079-83.0% | $5,794-79.2% | $11,596-89.6% |