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 | $96,875 | $65,685+47.5% | $57,179+69.4% | $273,961-64.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.46% | 21.99%-24.4pp | 14.59%-17.0pp | 41.45%-43.9pp |
| Employer contribution / active EE | $10,576 | $3,279+222.6% | $2,682+294.3% | $4,869+117.2% |
| Participant deferral / active EE | $3,605 | $3,782-4.7% | $3,096+16.4% | $5,287-31.8% |
| Admin fee / account holder | $22,484 | $4,835+365.1% | $3,139+616.3% | $10,132+121.9% |