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 | $74,512 | $102,317-27.2% | $146,958-49.3% | $80,856-7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.23% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,564 | $3,713-4.0% | $4,933-27.7% | $2,755+29.4% |
| Participant deferral / active EE | $7,180 | $6,644+8.1% | $8,070-11.0% | $4,296+67.1% |
| Admin fee / account holder | $18,958 | $7,941+138.7% | $12,998+45.9% | $6,918+174.0% |