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 | $68,984 | $127,065-45.7% | $113,168-39.0% | $142,382-51.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.13% | 24.03%-16.9pp | 24.27%-17.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,766 | $3,442-48.7% | $2,975-40.6% | $4,299-58.9% |
| Participant deferral / active EE | $5,174 | $5,716-9.5% | $5,107+1.3% | $6,507-20.5% |
| Admin fee / account holder | $3,346 | $15,736-78.7% | $12,068-72.3% | $12,624-73.5% |