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 | $86,273 | $175,202-50.8% | $149,673-42.4% | $139,434-38.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 7.66% | 166.71%-159.0pp | 134.42%-126.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $3,144 | $5,474-42.6% | $4,818-34.7% | $4,751-33.8% |
| Participant deferral / active EE | $7,423 | $6,519+13.9% | $5,680+30.7% | $6,710+10.6% |
| Admin fee / account holder | $67,441 | $16,150+317.6% | $13,210+410.5% | $11,403+491.5% |