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 | $74,371 | $124,281-40.2% | $109,143-31.9% | $167,490-55.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.09% | 26.04%-17.9pp | 25.75%-17.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $13,167 | $4,207+213.0% | $3,722+253.8% | $4,837+172.2% |
| Participant deferral / active EE | $8,405 | $5,255+59.9% | $4,653+80.6% | $6,341+32.5% |
| Admin fee / account holder | $756 | $7,970-90.5% | $6,752-88.8% | $12,309-93.9% |