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 | $68,564 | $106,515-35.6% | $96,683-29.1% | $139,434-50.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 38.43%-28.9pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $8,006 | $4,103+95.1% | $3,737+114.2% | $4,751+68.5% |
| Participant deferral / active EE | $1,449 | $5,454-73.4% | $4,878-70.3% | $6,710-78.4% |
| Admin fee / account holder | $14,391 | $7,877+82.7% | $6,730+113.8% | $11,403+26.2% |