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 | $79,282 | $118,450-33.1% | $98,439-19.5% | $139,434-43.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 18.94%-11.4pp | 21.16%-13.6pp | 372.94%-365.4pp |
| Employer contribution / active EE | $6,428 | $3,609+78.1% | $3,048+110.9% | $4,751+35.3% |
| Participant deferral / active EE | $7,174 | $5,392+33.1% | $4,738+51.4% | $6,710+6.9% |
| Admin fee / account holder | $50,656 | $14,026+261.2% | $8,948+466.1% | $11,403+344.3% |