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 | $58,538 | $183,519-68.1% | $155,509-62.4% | $145,922-59.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.78% | 61.17%-58.4pp | 64.67%-61.9pp | 561.29%-558.5pp |
| Employer contribution / active EE | $2,228 | $5,313-58.1% | $4,672-52.3% | $4,660-52.2% |
| Participant deferral / active EE | $2,582 | $6,462-60.1% | $5,626-54.1% | $6,688-61.4% |
| Admin fee / account holder | $7,088 | $19,313-63.3% | $15,912-55.5% | $13,397-47.1% |