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 | $73,931 | $91,190-18.9% | $178,490-58.6% | $79,858-7.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.27% | 24.19%-14.9pp | 151.07%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,599 | $3,256+10.5% | $5,011-28.2% | $2,471+45.7% |
| Participant deferral / active EE | $4,804 | $3,236+48.5% | $5,202-7.6% | $3,740+28.5% |
| Admin fee / account holder | $27,585 | $6,751+308.6% | $13,984+97.3% | $5,306+419.9% |