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 | $74,631 | $172,111-56.6% | $150,298-50.3% | $137,256-45.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.12% | 69.37%-63.3pp | 62.79%-56.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $12,850 | $4,636+177.2% | $4,154+209.3% | $4,156+209.2% |
| Participant deferral / active EE | $12,850 | $6,166+108.4% | $5,453+135.7% | $6,407+100.6% |
| Admin fee / account holder | $885 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |