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 | $84,908 | $101,724-16.5% | $164,813-48.5% | $80,856+5.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 4.72% | 16.72%-12.0pp | 69.93%-65.2pp | 35.59%-30.9pp |
| Employer contribution / active EE | $5,185 | $2,953+75.5% | $4,341+19.4% | $2,755+88.2% |
| Participant deferral / active EE | $3,663 | $4,477-18.2% | $6,031-39.3% | $4,296-14.7% |
| Admin fee / account holder | $92,722 | $8,227+1027.0% | $12,690+630.7% | $6,918+1240.3% |