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 | $91,632 | $114,381-19.9% | $107,525-14.8% | $142,382-35.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.57% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,544 | $4,015-61.6% | $3,754-58.9% | $4,299-64.1% |
| Participant deferral / active EE | $3,898 | $5,564-29.9% | $5,116-23.8% | $6,507-40.1% |
| Admin fee / account holder | $213,629 | $9,860+2066.6% | $8,919+2295.3% | $12,624+1592.3% |