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 | $82,841 | $127,777-35.2% | $106,548-22.3% | $167,490-50.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 4.84% | 33.87%-29.0pp | 26.80%-22.0pp | 478.56%-473.7pp |
| Employer contribution / active EE | $11,469 | $3,427+234.7% | $2,819+306.8% | $4,837+137.1% |
| Participant deferral / active EE | $7,257 | $5,087+42.7% | $4,398+65.0% | $6,341+14.4% |
| Admin fee / account holder | $1,084 | $11,228-90.3% | $7,407-85.4% | $12,309-91.2% |