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 | $62,949 | $124,281-49.3% | $109,143-42.3% | $167,490-62.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.46% | 26.04%-18.6pp | 25.75%-18.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $3,597 | $4,207-14.5% | $3,722-3.4% | $4,837-25.6% |
| Participant deferral / active EE | $4,505 | $5,255-14.3% | $4,653-3.2% | $6,341-29.0% |
| Admin fee / account holder | $20,162 | $7,970+153.0% | $6,752+198.6% | $12,309+63.8% |