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 | $76,129 | $91,037-16.4% | $71,671+6.2% | $147,584-48.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 7.61% | 20.48%-12.9pp | 20.65%-13.0pp | 578.55%-570.9pp |
| Employer contribution / active EE | $3,793 | $3,327+14.0% | $2,460+54.2% | $4,876-22.2% |
| Participant deferral / active EE | $6,000 | $4,498+33.4% | $3,438+74.5% | $5,439+10.3% |
| Admin fee / account holder | $970 | $8,613-88.7% | $5,558-82.5% | $10,885-91.1% |