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 | $73,104 | $80,717-9.4% | $154,803-52.8% | $84,808-13.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.16% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $5,853 | $2,761+112.0% | $4,305+35.9% | $2,631+122.5% |
| Participant deferral / active EE | $5,966 | $3,303+80.6% | $5,540+7.7% | $4,212+41.6% |
| Admin fee / account holder | $3,354 | $6,746-50.3% | $14,329-76.6% | $7,344-54.3% |