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 | $77,800 | $115,770-32.8% | $101,248-23.2% | $158,922-51.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.86% | 56.14%-49.3pp | 46.47%-39.6pp | 302.83%-296.0pp |
| Employer contribution / active EE | $6,135 | $4,175+47.0% | $3,660+67.6% | $4,761+28.8% |
| Participant deferral / active EE | $6,643 | $4,957+34.0% | $4,370+52.0% | $5,982+11.0% |
| Admin fee / account holder | $33,121 | $7,245+357.2% | $5,945+457.1% | $11,246+194.5% |