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 | $82,226 | $209,336-60.7% | $197,124-58.3% | $137,256-40.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.50% | 48.09%-41.6pp | 44.34%-37.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $7,354 | $6,591+11.6% | $6,227+18.1% | $4,156+77.0% |
| Participant deferral / active EE | $9,955 | $9,614+3.5% | $9,135+9.0% | $6,407+55.4% |
| Admin fee / account holder | $104,852 | $17,308+505.8% | $16,298+543.3% | $12,270+754.5% |