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 | $78,617 | $112,096-29.9% | $95,952-18.1% | $158,922-50.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.96% | 171.09%-169.1pp | 91.61%-89.7pp | 302.83%-300.9pp |
| Employer contribution / active EE | $2,644 | $3,198-17.3% | $2,541+4.0% | $4,761-44.5% |
| Participant deferral / active EE | $8,210 | $4,784+71.6% | $4,167+97.0% | $5,982+37.2% |
| Admin fee / account holder | $16,620 | $10,130+64.1% | $6,795+144.6% | $11,246+47.8% |