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 | $66,949 | $100,041-33.1% | $149,718-55.3% | $70,131-4.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.57% | 27.43%-16.9pp | 1501.63%-1491.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,415 | $3,662-61.4% | $5,445-74.0% | $2,342-39.6% |
| Participant deferral / active EE | $3,148 | $4,983-36.8% | $6,569-52.1% | $3,332-5.5% |
| Admin fee / account holder | $6,693 | $8,286-19.2% | $11,283-40.7% | $4,645+44.1% |