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 | $85,677 | $175,202-51.1% | $149,673-42.8% | $139,434-38.6% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 6.11% | 166.71%-160.6pp | 134.42%-128.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $7,716 | $5,474+40.9% | $4,818+60.2% | $4,751+62.4% |
| Participant deferral / active EE | $5,170 | $6,519-20.7% | $5,680-9.0% | $6,710-22.9% |
| Admin fee / account holder | $153,171 | $16,150+848.4% | $13,210+1059.5% | $11,403+1243.3% |