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 | $62,260 | $73,515-15.3% | $62,995-1.2% | $147,584-57.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.46% | 175.43%-170.0pp | 87.57%-82.1pp | 578.55%-573.1pp |
| Employer contribution / active EE | $2,653 | $3,320-20.1% | $2,759-3.9% | $4,876-45.6% |
| Participant deferral / active EE | $1,550 | $4,185-63.0% | $3,329-53.4% | $5,439-71.5% |
| Admin fee / account holder | $2,750 | $5,953-53.8% | $3,600-23.6% | $10,885-74.7% |