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 | $86,396 | $124,319-30.5% | $111,297-22.4% | $167,490-48.4% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 6.97% | 37.44%-30.5pp | 54.65%-47.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,047 | $3,435-40.4% | $2,731-25.0% | $4,837-57.7% |
| Participant deferral / active EE | $5,923 | $5,180+14.3% | $4,487+32.0% | $6,341-6.6% |
| Admin fee / account holder | $60,942 | $10,618+474.0% | $7,964+665.2% | $12,309+395.1% |