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 | $63,812 | $102,966-38.0% | $90,281-29.3% | $152,861-58.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.71% | 95.16%-87.5pp | 78.10%-70.4pp | 345.32%-337.6pp |
| Employer contribution / active EE | $3,710 | $3,139+18.2% | $2,854+30.0% | $4,762-22.1% |
| Participant deferral / active EE | $5,183 | $4,281+21.1% | $3,885+33.4% | $5,850-11.4% |
| Admin fee / account holder | $511 | $6,171-91.7% | $5,351-90.4% | $11,596-95.6% |