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 | $61,281 | $100,773-39.2% | $88,946-31.1% | $142,382-57.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.63% | 70.18%-63.6pp | 57.82%-51.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $5,204 | $2,918+78.4% | $2,555+103.7% | $4,299+21.0% |
| Participant deferral / active EE | $15,186 | $5,230+190.3% | $4,581+231.5% | $6,507+133.4% |
| Admin fee / account holder | $35,653 | $9,693+267.8% | $8,261+331.6% | $12,624+182.4% |