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 | $77,014 | $175,202-56.0% | $149,673-48.5% | $139,434-44.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.50% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,796 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $7,660 | $6,519+17.5% | $5,680+34.9% | $6,710+14.2% |
| Admin fee / account holder | $116,010 | $16,150+618.3% | $13,210+778.2% | $11,403+917.4% |