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 | $77,656 | $70,669+9.9% | $169,368-54.1% | $75,163+3.3% |
| Participation rate | 96.9% | 64.8%+32.1pp | 77.1%+19.7pp | 67.2%+29.7pp |
| Annual return | 10.72% | 36.36%-25.6pp | 405.60%-394.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $5,379 | $2,211+143.3% | $4,013+34.0% | $2,670+101.5% |
| Participant deferral / active EE | $5,841 | $4,311+35.5% | $6,221-6.1% | $4,125+41.6% |
| Admin fee / account holder | $31,779 | $5,402+488.3% | $9,003+253.0% | $5,651+462.4% |