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 | $88,603 | $177,572-50.1% | $154,803-42.8% | $142,382-37.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.09% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,507 | $4,810-68.7% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $3,045 | $6,272-51.4% | $5,540-45.0% | $6,507-53.2% |
| Admin fee / account holder | $4,840 | $16,786-71.2% | $14,329-66.2% | $12,624-61.7% |