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 | $68,092 | $124,319-45.2% | $111,297-38.8% | $167,490-59.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.76% | 37.44%-30.7pp | 54.65%-47.9pp | 478.56%-471.8pp |
| Employer contribution / active EE | $8,754 | $3,435+154.8% | $2,731+220.6% | $4,837+81.0% |
| Participant deferral / active EE | $2,726 | $5,180-47.4% | $4,487-39.3% | $6,341-57.0% |
| Admin fee / account holder | $30,063 | $10,618+183.1% | $7,964+277.5% | $12,309+144.2% |