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 | $94,882 | $165,984-42.8% | $164,813-42.4% | $145,922-35.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.27% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,304 | $5,273-56.3% | $4,341-46.9% | $4,660-50.5% |
| Participant deferral / active EE | $7,046 | $6,959+1.2% | $6,031+16.8% | $6,688+5.4% |
| Admin fee / account holder | $24,428 | $16,648+46.7% | $12,690+92.5% | $13,397+82.3% |