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 | $77,268 | $106,515-27.5% | $96,683-20.1% | $139,434-44.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.36% | 38.43%-28.1pp | 35.69%-25.3pp | 372.94%-362.6pp |
| Employer contribution / active EE | $5,260 | $4,103+28.2% | $3,737+40.8% | $4,751+10.7% |
| Participant deferral / active EE | $4,752 | $5,454-12.9% | $4,878-2.6% | $6,710-29.2% |
| Admin fee / account holder | $37,041 | $7,877+370.3% | $6,730+450.4% | $11,403+224.9% |