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 | $72,660 | $114,381-36.5% | $107,525-32.4% | $142,382-49.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.98% | 242.71%-238.7pp | 181.32%-177.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,483 | $4,015-38.1% | $3,754-33.8% | $4,299-42.2% |
| Participant deferral / active EE | $8,190 | $5,564+47.2% | $5,116+60.1% | $6,507+25.9% |
| Admin fee / account holder | $48,698 | $9,860+393.9% | $8,919+446.0% | $12,624+285.8% |