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 | $76,330 | $214,378-64.4% | $200,582-61.9% | $142,382-46.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.39% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,116 | $6,841-69.1% | $6,419-67.0% | $4,299-50.8% |
| Participant deferral / active EE | $4,093 | $9,865-58.5% | $9,331-56.1% | $6,507-37.1% |
| Admin fee / account holder | $85,363 | $17,692+382.5% | $16,305+423.6% | $12,624+576.2% |