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 | $64,069 | $106,515-39.8% | $96,683-33.7% | $139,434-54.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.69% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $11,838 | $4,103+188.5% | $3,737+216.8% | $4,751+149.2% |
| Participant deferral / active EE | $1,650 | $5,454-69.8% | $4,878-66.2% | $6,710-75.4% |
| Admin fee / account holder | $1,217 | $7,877-84.6% | $6,730-81.9% | $11,403-89.3% |