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 | $77,834 | $117,841-34.0% | $102,423-24.0% | $145,922-46.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.14% | 31.65%-24.5pp | 29.32%-22.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $6,051 | $3,615+67.4% | $3,023+100.1% | $4,660+29.9% |
| Participant deferral / active EE | $6,174 | $5,731+7.7% | $5,053+22.2% | $6,688-7.7% |
| Admin fee / account holder | $5,692 | $13,326-57.3% | $9,451-39.8% | $13,397-57.5% |