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 | $82,786 | $124,319-33.4% | $111,297-25.6% | $167,490-50.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.74% | 37.44%-31.7pp | 54.65%-48.9pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,700 | $3,435-21.4% | $2,731-1.1% | $4,837-44.2% |
| Participant deferral / active EE | $5,412 | $5,180+4.5% | $4,487+20.6% | $6,341-14.7% |
| Admin fee / account holder | $17,913 | $10,618+68.7% | $7,964+124.9% | $12,309+45.5% |