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 | $74,893 | $95,416-21.5% | $185,823-59.7% | $85,850-12.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.13% | 23.59%-12.5pp | 122.05%-110.9pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,722 | $3,314-17.9% | $5,167-47.3% | $2,565+6.1% |
| Participant deferral / active EE | $6,031 | $3,423+76.2% | $5,568+8.3% | $3,952+52.6% |
| Admin fee / account holder | $13,238 | $7,213+83.5% | $16,237-18.5% | $6,260+111.5% |