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 | $79,241 | $183,519-56.8% | $155,509-49.0% | $145,922-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.63% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.7pp |
| Employer contribution / active EE | $3,226 | $5,313-39.3% | $4,672-31.0% | $4,660-30.8% |
| Participant deferral / active EE | $5,728 | $6,462-11.4% | $5,626+1.8% | $6,688-14.4% |
| Admin fee / account holder | $169,739 | $19,313+778.9% | $15,912+966.7% | $13,397+1167.0% |