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 | $64,644 | $100,773-35.9% | $88,946-27.3% | $142,382-54.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.11% | 70.18%-62.1pp | 57.82%-49.7pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,493 | $2,918-14.6% | $2,555-2.4% | $4,299-42.0% |
| Participant deferral / active EE | $5,902 | $5,230+12.8% | $4,581+28.8% | $6,507-9.3% |
| Admin fee / account holder | $2,676 | $9,693-72.4% | $8,261-67.6% | $12,624-78.8% |