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 | $102,088 | $177,572-42.5% | $154,803-34.1% | $142,382-28.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.62% | 65.07%-59.4pp | 58.88%-53.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $9,816 | $4,810+104.1% | $4,305+128.0% | $4,299+128.3% |
| Participant deferral / active EE | $3,191 | $6,272-49.1% | $5,540-42.4% | $6,507-51.0% |
| Admin fee / account holder | $65,794 | $16,786+292.0% | $14,329+359.2% | $12,624+421.2% |