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 | $58,862 | $100,773-41.6% | $88,946-33.8% | $142,382-58.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.57% | 70.18%-61.6pp | 57.82%-49.2pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,670 | $2,918-8.5% | $2,555+4.5% | $4,299-37.9% |
| Participant deferral / active EE | $3,582 | $5,230-31.5% | $4,581-21.8% | $6,507-45.0% |
| Admin fee / account holder | $6,340 | $9,693-34.6% | $8,261-23.2% | $12,624-49.8% |