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 | $76,314 | $102,317-25.4% | $146,958-48.1% | $80,856-5.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 11.00% | 134.76%-123.8pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,268 | $3,713-38.9% | $4,933-54.0% | $2,755-17.7% |
| Participant deferral / active EE | $5,213 | $6,644-21.5% | $8,070-35.4% | $4,296+21.3% |
| Admin fee / account holder | $2,969 | $7,941-62.6% | $12,998-77.2% | $6,918-57.1% |