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 | $54,950 | $73,933-25.7% | $96,683-43.2% | $75,163-26.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.80% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $10,317 | $2,928+252.4% | $3,737+176.1% | $2,670+286.4% |
| Participant deferral / active EE | $1,488 | $3,659-59.3% | $4,878-69.5% | $4,125-63.9% |
| Admin fee / account holder | $6,284 | $5,216+20.5% | $6,730-6.6% | $5,651+11.2% |