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 | $74,832 | $157,256-52.4% | $141,162-47.0% | $152,861-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.90% | 64.32%-63.4pp | 71.39%-70.5pp | 345.32%-344.4pp |
| Employer contribution / active EE | $12,765 | $5,261+142.6% | $4,735+169.6% | $4,762+168.0% |
| Participant deferral / active EE | $6,145 | $7,109-13.6% | $6,709-8.4% | $5,850+5.0% |
| Admin fee / account holder | $879 | $12,120-92.8% | $10,261-91.4% | $11,596-92.4% |