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 | $68,350 | $102,317-33.2% | $146,958-53.5% | $80,856-15.5% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 10.70% | 134.76%-124.1pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $6,018 | $3,713+62.1% | $4,933+22.0% | $2,755+118.4% |
| Participant deferral / active EE | $3,185 | $6,644-52.1% | $8,070-60.5% | $4,296-25.9% |
| Admin fee / account holder | $2,357 | $7,941-70.3% | $12,998-81.9% | $6,918-65.9% |