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 | $83,216 | $159,602-47.9% | $150,045-44.5% | $142,382-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.67% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,192 | $4,961+24.8% | $4,693+31.9% | $4,299+44.0% |
| Participant deferral / active EE | $3,632 | $8,310-56.3% | $7,997-54.6% | $6,507-44.2% |
| Admin fee / account holder | $35,968 | $14,846+142.3% | $13,435+167.7% | $12,624+184.9% |