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 | $68,775 | $63,346+8.6% | $92,233-25.4% | $70,131-1.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.59% | 530.12%-519.5pp | 176.28%-165.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $500 | $2,471-79.8% | $3,679-86.4% | $2,342-78.7% |
| Participant deferral / active EE | $4,111 | $2,854+44.1% | $3,897+5.5% | $3,332+23.4% |
| Admin fee / account holder | $2,065 | $3,840-46.2% | $5,194-60.2% | $4,645-55.5% |