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 | $79,867 | $91,037-12.3% | $71,671+11.4% | $147,584-45.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.16% | 20.48%-11.3pp | 20.65%-11.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $8,618 | $3,327+159.0% | $2,460+250.4% | $4,876+76.7% |
| Participant deferral / active EE | $8,649 | $4,498+92.3% | $3,438+151.6% | $5,439+59.0% |
| Admin fee / account holder | $3,493 | $8,613-59.4% | $5,558-37.2% | $10,885-67.9% |