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 | $82,908 | $172,111-51.8% | $150,298-44.8% | $137,256-39.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 4.63% | 69.37%-64.7pp | 62.79%-58.2pp | 220.34%-215.7pp |
| Employer contribution / active EE | $10,020 | $4,636+116.1% | $4,154+141.2% | $4,156+141.1% |
| Participant deferral / active EE | $6,780 | $6,166+10.0% | $5,453+24.3% | $6,407+5.8% |
| Admin fee / account holder | $484 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |