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 | $64,118 | $136,179-52.9% | $98,755-35.1% | $167,490-61.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 4.42% | 67.53%-63.1pp | 49.91%-45.5pp | 478.56%-474.1pp |
| Employer contribution / active EE | $3,525 | $2,631+33.9% | $2,067+70.5% | $4,837-27.1% |
| Participant deferral / active EE | $9,121 | $3,716+145.5% | $3,035+200.5% | $6,341+43.8% |
| Admin fee / account holder | $12,425 | $5,031+147.0% | $4,076+204.8% | $12,309+0.9% |