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 | $72,367 | $127,065-43.0% | $113,168-36.1% | $142,382-49.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.87% | 24.03%-16.2pp | 24.27%-16.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $3,542 | $3,442+2.9% | $2,975+19.1% | $4,299-17.6% |
| Participant deferral / active EE | $7,083 | $5,716+23.9% | $5,107+38.7% | $6,507+8.8% |
| Admin fee / account holder | $82,345 | $15,736+423.3% | $12,068+582.4% | $12,624+552.3% |