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 | $71,245 | $111,535-36.1% | $105,223-32.3% | $137,256-48.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.55% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $6,683 | $3,939+69.6% | $3,689+81.2% | $4,156+60.8% |
| Participant deferral / active EE | $7,413 | $5,500+34.8% | $5,072+46.2% | $6,407+15.7% |
| Admin fee / account holder | $3,594 | $9,721-63.0% | $8,859-59.4% | $12,270-70.7% |