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 | $69,341 | $157,256-55.9% | $141,162-50.9% | $152,861-54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.17% | 64.32%-59.2pp | 71.39%-66.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $3,125 | $5,261-40.6% | $4,735-34.0% | $4,762-34.4% |
| Participant deferral / active EE | $10,853 | $7,109+52.7% | $6,709+61.8% | $5,850+85.5% |
| Admin fee / account holder | $6,090 | $12,120-49.8% | $10,261-40.7% | $11,596-47.5% |