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 | $82,726 | $177,572-53.4% | $154,803-46.6% | $142,382-41.9% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 7.69% | 65.07%-57.4pp | 58.88%-51.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $7,750 | $4,810+61.1% | $4,305+80.0% | $4,299+80.3% |
| Participant deferral / active EE | $6,734 | $6,272+7.4% | $5,540+21.5% | $6,507+3.5% |
| Admin fee / account holder | $118,939 | $16,786+608.6% | $14,329+730.0% | $12,624+842.2% |