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 | $62,964 | $133,922-53.0% | $116,228-45.8% | $142,382-55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.55% | 147.76%-139.2pp | 90.06%-81.5pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,290 | $3,446-33.5% | $2,994-23.5% | $4,299-46.7% |
| Participant deferral / active EE | $9,425 | $5,672+66.2% | $4,953+90.3% | $6,507+44.8% |
| Admin fee / account holder | $39,189 | $14,945+162.2% | $11,989+226.9% | $12,624+210.4% |