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 | $103,497 | $152,587-32.2% | $125,175-17.3% | $152,861-32.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.56% | 54.84%-49.3pp | 43.79%-38.2pp | 345.32%-339.8pp |
| Employer contribution / active EE | $1,809 | $4,946-63.4% | $3,865-53.2% | $4,762-62.0% |
| Participant deferral / active EE | $9,546 | $5,868+62.7% | $4,937+93.4% | $5,850+63.2% |
| Admin fee / account holder | $5,419 | $13,434-59.7% | $9,702-44.1% | $11,596-53.3% |