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 | $121,415 | $183,963-34.0% | $162,163-25.1% | $152,861-20.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.98% | 150.76%-138.8pp | 115.59%-103.6pp | 345.32%-333.3pp |
| Employer contribution / active EE | $3,564 | $6,371-44.1% | $5,614-36.5% | $4,762-25.2% |
| Participant deferral / active EE | $5,428 | $8,034-32.4% | $7,298-25.6% | $5,850-7.2% |
| Admin fee / account holder | $66,371 | $13,121+405.8% | $10,843+512.1% | $11,596+472.3% |