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 | $60,095 | $148,534-59.5% | $135,903-55.8% | $139,434-56.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.85% | 79.19%-69.3pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,042 | $5,243-61.1% | $4,856-58.0% | $4,751-57.0% |
| Participant deferral / active EE | $4,839 | $8,100-40.3% | $7,758-37.6% | $6,710-27.9% |
| Admin fee / account holder | $41,286 | $12,400+233.0% | $10,762+283.6% | $11,403+262.1% |