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 | $68,071 | $77,899-12.6% | $149,673-54.5% | $75,163-9.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.11% | 31.72%-25.6pp | 134.42%-128.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $5,306 | $3,137+69.1% | $4,818+10.1% | $2,670+98.8% |
| Participant deferral / active EE | $5,021 | $3,411+47.2% | $5,680-11.6% | $4,125+21.7% |
| Admin fee / account holder | $9,222 | $5,956+54.8% | $13,210-30.2% | $5,651+63.2% |