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 | $96,451 | $175,202-44.9% | $149,673-35.6% | $139,434-30.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 6.94% | 166.71%-159.8pp | 134.42%-127.5pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,375 | $5,474-56.6% | $4,818-50.7% | $4,751-50.0% |
| Participant deferral / active EE | $3,559 | $6,519-45.4% | $5,680-37.3% | $6,710-47.0% |
| Admin fee / account holder | $263,454 | $16,150+1531.3% | $13,210+1894.4% | $11,403+2210.5% |