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 | $80,533 | $114,381-29.6% | $107,525-25.1% | $142,382-43.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.46% | 242.71%-236.2pp | 181.32%-174.9pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,204 | $4,015-45.1% | $3,754-41.3% | $4,299-48.7% |
| Participant deferral / active EE | $21,017 | $5,564+277.7% | $5,116+310.8% | $6,507+223.0% |
| Admin fee / account holder | $654 | $9,860-93.4% | $8,919-92.7% | $12,624-94.8% |