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 | $85,795 | $177,572-51.7% | $154,803-44.6% | $142,382-39.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.58% | 65.07%-64.5pp | 58.88%-58.3pp | 217.08%-216.5pp |
| Employer contribution / active EE | $1,788 | $4,810-62.8% | $4,305-58.5% | $4,299-58.4% |
| Participant deferral / active EE | $12,400 | $6,272+97.7% | $5,540+123.8% | $6,507+90.6% |
| Admin fee / account holder | $2,970 | $16,786-82.3% | $14,329-79.3% | $12,624-76.5% |