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 | $73,727 | $91,552-19.5% | $133,956-45.0% | $79,858-7.7% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.1pp |
| Annual return | 4.97% | 61.85%-56.9pp | 45.09%-40.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $9,475 | $2,384+297.5% | $3,919+141.8% | $2,471+283.5% |
| Participant deferral / active EE | $4,335 | $3,733+16.1% | $5,048-14.1% | $3,740+15.9% |
| Admin fee / account holder | $13,681 | $6,321+116.4% | $8,927+53.2% | $5,306+157.8% |