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 | $63,105 | $89,355-29.4% | $141,162-55.3% | $72,985-13.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.08% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $8,287 | $3,114+166.1% | $4,735+75.0% | $2,440+239.7% |
| Participant deferral / active EE | $8,783 | $5,418+62.1% | $6,709+30.9% | $3,607+143.5% |
| Admin fee / account holder | $8,872 | $5,958+48.9% | $10,261-13.5% | $5,124+73.1% |