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 | $81,887 | $114,381-28.4% | $107,525-23.8% | $142,382-42.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.51% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,156 | $4,015+78.3% | $3,754+90.7% | $4,299+66.5% |
| Participant deferral / active EE | $3,467 | $5,564-37.7% | $5,116-32.2% | $6,507-46.7% |
| Admin fee / account holder | $18,846 | $9,860+91.1% | $8,919+111.3% | $12,624+49.3% |