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 | $65,084 | $105,181-38.1% | $159,436-59.2% | $85,850-24.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 8.18% | 45.07%-36.9pp | 263.57%-255.4pp | 318.53%-310.4pp |
| Employer contribution / active EE | $2,978 | $3,318-10.2% | $4,829-38.3% | $2,565+16.1% |
| Participant deferral / active EE | $6,518 | $5,945+9.6% | $7,352-11.3% | $3,952+65.0% |
| Admin fee / account holder | $47,606 | $6,933+586.6% | $10,799+340.9% | $6,260+660.5% |