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 | $86,998 | $118,450-26.6% | $98,439-11.6% | $139,434-37.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 6.88% | 18.94%-12.1pp | 21.16%-14.3pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,901 | $3,609-19.6% | $3,048-4.8% | $4,751-38.9% |
| Participant deferral / active EE | $7,047 | $5,392+30.7% | $4,738+48.7% | $6,710+5.0% |
| Admin fee / account holder | $1,457 | $14,026-89.6% | $8,948-83.7% | $11,403-87.2% |