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 | $81,691 | $142,405-42.6% | $115,157-29.1% | $152,861-46.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.93% | 41.48%-38.5pp | 35.60%-32.7pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,717 | $4,010-32.2% | $3,179-14.5% | $4,762-43.0% |
| Participant deferral / active EE | $3,658 | $5,164-29.2% | $4,168-12.2% | $5,850-37.5% |
| Admin fee / account holder | $1,160 | $8,462-86.3% | $7,088-83.6% | $11,596-90.0% |