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 | $76,329 | $117,983-35.3% | $101,794-25.0% | $142,382-46.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 2.38% | 36.92%-34.5pp | 30.53%-28.1pp | 217.08%-214.7pp |
| Employer contribution / active EE | $1,757 | $2,773-36.6% | $2,289-23.2% | $4,299-59.1% |
| Participant deferral / active EE | $7,806 | $4,714+65.6% | $4,084+91.1% | $6,507+20.0% |
| Admin fee / account holder | $12,014 | $10,433+15.1% | $8,777+36.9% | $12,624-4.8% |