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 | $80,890 | $177,572-54.4% | $154,803-47.7% | $142,382-43.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.62% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,896 | $4,810-39.8% | $4,305-32.7% | $4,299-32.6% |
| Participant deferral / active EE | $3,931 | $6,272-37.3% | $5,540-29.0% | $6,507-39.6% |
| Admin fee / account holder | $71,176 | $16,786+324.0% | $14,329+396.7% | $12,624+463.8% |