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 | $67,285 | $124,319-45.9% | $111,297-39.5% | $167,490-59.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.18% | 37.44%-29.3pp | 54.65%-46.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,006 | $3,435-41.6% | $2,731-26.5% | $4,837-58.5% |
| Participant deferral / active EE | $6,619 | $5,180+27.8% | $4,487+47.5% | $6,341+4.4% |
| Admin fee / account holder | $39,513 | $10,618+272.1% | $7,964+396.2% | $12,309+221.0% |