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 | $76,650 | $165,335-53.6% | $149,696-48.8% | $158,922-51.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.46% | 348.15%-341.7pp | 276.60%-270.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,240 | $5,103-56.1% | $4,644-51.8% | $4,761-53.0% |
| Participant deferral / active EE | $4,734 | $7,181-34.1% | $6,842-30.8% | $5,982-20.9% |
| Admin fee / account holder | $64,379 | $10,807+495.7% | $9,309+591.6% | $11,246+472.5% |