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 | $58,766 | $85,022-30.9% | $70,515-16.7% | $139,434-57.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 1.61% | 30.38%-28.8pp | 32.77%-31.2pp | 372.94%-371.3pp |
| Employer contribution / active EE | $3,956 | $3,909+1.2% | $2,973+33.1% | $4,751-16.7% |
| Participant deferral / active EE | $7,458 | $5,890+26.6% | $4,567+63.3% | $6,710+11.1% |
| Admin fee / account holder | $51,303 | $8,906+476.1% | $6,412+700.1% | $11,403+349.9% |