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 | $65,253 | $91,037-28.3% | $71,671-9.0% | $147,584-55.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.87% | 20.48%-15.6pp | 20.65%-15.8pp | 578.55%-573.7pp |
| Employer contribution / active EE | $3,903 | $3,327+17.3% | $2,460+58.6% | $4,876-20.0% |
| Participant deferral / active EE | $9,372 | $4,498+108.4% | $3,438+172.6% | $5,439+72.3% |
| Admin fee / account holder | $34,871 | $8,613+304.9% | $5,558+527.3% | $10,885+220.3% |