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 | $69,414 | $99,985-30.6% | $146,665-52.7% | $85,850-19.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.60% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $4,710 | $2,559+84.1% | $4,136+13.9% | $2,565+83.6% |
| Participant deferral / active EE | $4,152 | $4,006+3.6% | $5,506-24.6% | $3,952+5.1% |
| Admin fee / account holder | $1,114 | $7,702-85.5% | $10,280-89.2% | $6,260-82.2% |