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 | $72,832 | $157,256-53.7% | $141,162-48.4% | $152,861-52.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.67% | 64.32%-55.6pp | 71.39%-62.7pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,173 | $5,261-58.7% | $4,735-54.1% | $4,762-54.4% |
| Participant deferral / active EE | $4,203 | $7,109-40.9% | $6,709-37.3% | $5,850-28.2% |
| Admin fee / account holder | $1,018 | $12,120-91.6% | $10,261-90.1% | $11,596-91.2% |