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 | $58,194 | $117,983-50.7% | $101,794-42.8% | $142,382-59.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 9.18% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,457 | $2,773+24.7% | $2,289+51.0% | $4,299-19.6% |
| Participant deferral / active EE | $4,846 | $4,714+2.8% | $4,084+18.7% | $6,507-25.5% |
| Admin fee / account holder | $31,810 | $10,433+204.9% | $8,777+262.4% | $12,624+152.0% |