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 | $59,804 | $74,888-20.1% | $71,209-16.0% | $142,382-58.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.41% | 345.14%-338.7pp | 282.51%-276.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $866 | $2,854-69.7% | $2,721-68.2% | $4,299-79.9% |
| Participant deferral / active EE | $8,125 | $4,454+82.4% | $4,175+94.6% | $6,507+24.9% |
| Admin fee / account holder | $540 | $5,568-90.3% | $5,349-89.9% | $12,624-95.7% |