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 | $71,475 | $149,679-52.2% | $117,039-38.9% | $147,584-51.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 8.14% | 19.31%-11.2pp | 18.95%-10.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $3,363 | $4,937-31.9% | $3,785-11.1% | $4,876-31.0% |
| Participant deferral / active EE | $3,415 | $4,912-30.5% | $3,929-13.1% | $5,439-37.2% |
| Admin fee / account holder | $21,615 | $7,856+175.1% | $5,974+261.8% | $10,885+98.6% |