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 6-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 | $81,919 | $214,378-61.8% | $200,582-59.2% | $142,382-42.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.57% | 46.41%-40.8pp | 42.33%-36.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $2,024 | $6,841-70.4% | $6,419-68.5% | $4,299-52.9% |
| Participant deferral / active EE | $10,473 | $9,865+6.2% | $9,331+12.2% | $6,507+60.9% |
| Admin fee / account holder | $69,515 | $17,692+292.9% | $16,305+326.3% | $12,624+450.7% |