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 | $100,818 | $177,572-43.2% | $154,803-34.9% | $142,382-29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.72% | 65.07%-54.3pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,888 | $4,810-19.2% | $4,305-9.7% | $4,299-9.6% |
| Participant deferral / active EE | $8,195 | $6,272+30.7% | $5,540+47.9% | $6,507+25.9% |
| Admin fee / account holder | $34,330 | $16,786+104.5% | $14,329+139.6% | $12,624+171.9% |