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 6-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 | $64,453 | $114,381-43.7% | $107,525-40.1% | $142,382-54.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.33% | 242.71%-232.4pp | 181.32%-171.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,567 | $4,015-36.0% | $3,754-31.6% | $4,299-40.3% |
| Participant deferral / active EE | $7,622 | $5,564+37.0% | $5,116+49.0% | $6,507+17.1% |
| Admin fee / account holder | $36,027 | $9,860+265.4% | $8,919+304.0% | $12,624+185.4% |