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 | $66,476 | $157,256-57.7% | $141,162-52.9% | $152,861-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.25% | 64.32%-50.1pp | 71.39%-57.1pp | 345.32%-331.1pp |
| Employer contribution / active EE | $8,007 | $5,261+52.2% | $4,735+69.1% | $4,762+68.1% |
| Participant deferral / active EE | $5,306 | $7,109-25.4% | $6,709-20.9% | $5,850-9.3% |
| Admin fee / account holder | $669 | $12,120-94.5% | $10,261-93.5% | $11,596-94.2% |