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 | $86,629 | $117,841-26.5% | $102,423-15.4% | $145,922-40.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.28% | 31.65%-23.4pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,609 | $3,615-55.5% | $3,023-46.8% | $4,660-65.5% |
| Participant deferral / active EE | $5,144 | $5,731-10.2% | $5,053+1.8% | $6,688-23.1% |
| Admin fee / account holder | $37,448 | $13,326+181.0% | $9,451+296.2% | $13,397+179.5% |