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 | $62,160 | $177,572-65.0% | $154,803-59.8% | $142,382-56.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 10.33% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,061 | $4,810-57.2% | $4,305-52.1% | $4,299-52.1% |
| Participant deferral / active EE | $6,335 | $6,272+1.0% | $5,540+14.3% | $6,507-2.7% |
| Admin fee / account holder | $68,711 | $16,786+309.3% | $14,329+379.5% | $12,624+444.3% |