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 | $83,358 | $163,101-48.9% | $136,749-39.0% | $142,382-41.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.68% | 27.54%-18.9pp | 24.33%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $5,326 | $4,117+29.4% | $3,400+56.7% | $4,299+23.9% |
| Participant deferral / active EE | $2,561 | $5,585-54.1% | $4,692-45.4% | $6,507-60.6% |
| Admin fee / account holder | $38,476 | $14,318+168.7% | $11,386+237.9% | $12,624+204.8% |