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 | $47,447 | $127,777-62.9% | $106,548-55.5% | $167,490-71.7% |
| Participation rate | 84.6% | 78.3%+6.3pp | 76.1%+8.5pp | 82.1%+2.5pp |
| Annual return | 5.37% | 33.87%-28.5pp | 26.80%-21.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $9,325 | $3,427+172.1% | $2,819+230.8% | $4,837+92.8% |
| Participant deferral / active EE | $2,175 | $5,087-57.3% | $4,398-50.6% | $6,341-65.7% |
| Admin fee / account holder | $26,739 | $11,228+138.1% | $7,407+261.0% | $12,309+117.2% |