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 | $84,805 | $107,334-21.0% | $92,893-8.7% | $152,861-44.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 10.37% | 145.58%-135.2pp | 109.41%-99.0pp | 345.32%-335.0pp |
| Employer contribution / active EE | $6,965 | $4,221+65.0% | $3,653+90.7% | $4,762+46.2% |
| Participant deferral / active EE | $5,769 | $4,845+19.1% | $4,236+36.2% | $5,850-1.4% |
| Admin fee / account holder | $38,453 | $7,079+443.2% | $5,794+563.7% | $11,596+231.6% |