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 | $88,235 | $169,032-47.8% | $129,207-31.7% | $145,922-39.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.07% | 14330.11%-14323.0pp | 9417.33%-9410.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,951 | $5,537-64.8% | $4,153-53.0% | $4,660-58.1% |
| Participant deferral / active EE | $5,132 | $4,987+2.9% | $4,168+23.1% | $6,688-23.3% |
| Admin fee / account holder | $1,493 | $9,954-85.0% | $7,715-80.7% | $13,397-88.9% |