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 | $67,356 | $85,202-20.9% | $172,739-61.0% | $72,985-7.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.86% | 27.32%-22.5pp | 802.84%-798.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $2,700 | $3,324-18.8% | $5,143-47.5% | $2,440+10.7% |
| Participant deferral / active EE | $3,626 | $3,260+11.2% | $5,198-30.2% | $3,607+0.5% |
| Admin fee / account holder | $905 | $5,884-84.6% | $13,954-93.5% | $5,124-82.3% |