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 | $43,974 | $133,922-67.2% | $116,228-62.2% | $142,382-69.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.06% | 147.76%-140.7pp | 90.06%-83.0pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,518 | $3,446-55.9% | $2,994-49.3% | $4,299-64.7% |
| Participant deferral / active EE | $7,161 | $5,672+26.3% | $4,953+44.6% | $6,507+10.1% |
| Admin fee / account holder | $17,262 | $14,945+15.5% | $11,989+44.0% | $12,624+36.7% |