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 | $55,223 | $70,428-21.6% | $96,562-42.8% | $85,850-35.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 10.02% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,030 | $1,413+43.7% | $2,356-13.8% | $2,565-20.9% |
| Participant deferral / active EE | $1,657 | $2,894-42.7% | $3,849-56.9% | $3,952-58.1% |
| Admin fee / account holder | $438 | $4,997-91.2% | $6,181-92.9% | $6,260-93.0% |