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 | $78,099 | $127,777-38.9% | $106,548-26.7% | $167,490-53.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.75% | 33.87%-27.1pp | 26.80%-20.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,214 | $3,427-35.4% | $2,819-21.5% | $4,837-54.2% |
| Participant deferral / active EE | $6,995 | $5,087+37.5% | $4,398+59.0% | $6,341+10.3% |
| Admin fee / account holder | $36,854 | $11,228+228.2% | $7,407+397.5% | $12,309+199.4% |