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 | $90,600 | $214,378-57.7% | $200,582-54.8% | $142,382-36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.93% | 46.41%-39.5pp | 42.33%-35.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $3,274 | $6,841-52.1% | $6,419-49.0% | $4,299-23.8% |
| Participant deferral / active EE | $7,974 | $9,865-19.2% | $9,331-14.5% | $6,507+22.5% |
| Admin fee / account holder | $50,718 | $17,692+186.7% | $16,305+211.1% | $12,624+301.8% |