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 | $73,708 | $179,726-59.0% | $156,263-52.8% | $142,382-48.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.56% | 77.86%-74.3pp | 59.47%-55.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,829 | $5,069-63.9% | $4,333-57.8% | $4,299-57.5% |
| Participant deferral / active EE | $2,131 | $6,956-69.4% | $6,158-65.4% | $6,507-67.3% |
| Admin fee / account holder | $12,207 | $17,272-29.3% | $14,255-14.4% | $12,624-3.3% |