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 7-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 | $57,209 | $111,754-48.8% | $103,333-44.6% | $145,922-60.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.66% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,714 | $4,212-35.6% | $3,868-29.8% | $4,660-41.8% |
| Participant deferral / active EE | $12,053 | $5,619+114.5% | $5,057+138.3% | $6,688+80.2% |
| Admin fee / account holder | $5,788 | $9,750-40.6% | $8,355-30.7% | $13,397-56.8% |