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 | $84,174 | $214,378-60.7% | $200,582-58.0% | $142,382-40.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.99% | 46.41%-41.4pp | 42.33%-37.3pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,651 | $6,841-61.3% | $6,419-58.7% | $4,299-38.3% |
| Participant deferral / active EE | $3,375 | $9,865-65.8% | $9,331-63.8% | $6,507-48.1% |
| Admin fee / account holder | $67,530 | $17,692+281.7% | $16,305+314.2% | $12,624+434.9% |