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 | $90,966 | $137,414-33.8% | $189,513-52.0% | $85,850+6.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.23% | 38.14%-28.9pp | 555.15%-545.9pp | 318.53%-309.3pp |
| Employer contribution / active EE | $3,136 | $4,344-27.8% | $6,162-49.1% | $2,565+22.3% |
| Participant deferral / active EE | $3,402 | $6,260-45.7% | $8,221-58.6% | $3,952-13.9% |
| Admin fee / account holder | $28,441 | $8,630+229.6% | $12,045+136.1% | $6,260+354.3% |