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 | $62,904 | $103,376-39.2% | $87,100-27.8% | $152,861-58.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 9.73% | 28.10%-18.4pp | 28.19%-18.5pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,799 | $3,220-44.1% | $2,521-28.6% | $4,762-62.2% |
| Participant deferral / active EE | $6,401 | $4,778+34.0% | $4,049+58.1% | $5,850+9.4% |
| Admin fee / account holder | $65,364 | $12,205+435.5% | $7,497+771.9% | $11,596+463.7% |