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 | $99,703 | $124,281-19.8% | $109,143-8.6% | $167,490-40.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.76% | 26.04%-18.3pp | 25.75%-18.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,426 | $4,207-42.3% | $3,722-34.8% | $4,837-49.8% |
| Participant deferral / active EE | $4,485 | $5,255-14.7% | $4,653-3.6% | $6,341-29.3% |
| Admin fee / account holder | $4,679 | $7,970-41.3% | $6,752-30.7% | $12,309-62.0% |