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 | $97,530 | $144,119-32.3% | $117,854-17.2% | $147,584-33.9% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 2.75% | 531.15%-528.4pp | 335.08%-332.3pp | 578.55%-575.8pp |
| Employer contribution / active EE | $6,247 | $4,896+27.6% | $3,786+65.0% | $4,876+28.1% |
| Participant deferral / active EE | $5,706 | $5,316+7.3% | $4,482+27.3% | $5,439+4.9% |
| Admin fee / account holder | $1,503 | $10,886-86.2% | $8,020-81.3% | $10,885-86.2% |