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 | $81,664 | $112,729-27.6% | $98,716-17.3% | $137,256-40.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.3%+25.7pp | 80.0%+15.0pp |
| Annual return | 1.21% | 38.48%-37.3pp | 31.81%-30.6pp | 220.34%-219.1pp |
| Employer contribution / active EE | $9,550 | $2,725+250.4% | $2,279+319.1% | $4,156+129.8% |
| Participant deferral / active EE | $6,009 | $4,640+29.5% | $4,048+48.5% | $6,407-6.2% |
| Admin fee / account holder | $100,269 | $10,129+890.0% | $8,703+1052.1% | $12,270+717.2% |