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 | $65,381 | $78,705-16.9% | $117,854-44.5% | $70,131-6.8% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 10.81% | 23.30%-12.5pp | 335.08%-324.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,532 | $2,223+58.9% | $3,786-6.7% | $2,342+50.8% |
| Participant deferral / active EE | $5,975 | $3,297+81.2% | $4,482+33.3% | $3,332+79.3% |
| Admin fee / account holder | $25,619 | $5,065+405.8% | $8,020+219.4% | $4,645+451.5% |