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 | $64,457 | $127,065-49.3% | $113,168-43.0% | $142,382-54.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.27% | 24.03%-15.8pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,734 | $3,442-49.6% | $2,975-41.7% | $4,299-59.7% |
| Participant deferral / active EE | $4,329 | $5,716-24.3% | $5,107-15.2% | $6,507-33.5% |
| Admin fee / account holder | $29,319 | $15,736+86.3% | $12,068+143.0% | $12,624+132.3% |