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 | $84,076 | $214,378-60.8% | $200,582-58.1% | $142,382-41.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.08% | 46.41%-41.3pp | 42.33%-37.3pp | 217.08%-212.0pp |
| Employer contribution / active EE | $4,905 | $6,841-28.3% | $6,419-23.6% | $4,299+14.1% |
| Participant deferral / active EE | $12,263 | $9,865+24.3% | $9,331+31.4% | $6,507+88.4% |
| Admin fee / account holder | $50,000 | $17,692+182.6% | $16,305+206.7% | $12,624+296.1% |