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 | $79,096 | $95,416-17.1% | $185,823-57.4% | $85,850-7.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.77% | 23.59%-13.8pp | 122.05%-112.3pp | 318.53%-308.8pp |
| Employer contribution / active EE | $6,313 | $3,314+90.5% | $5,167+22.2% | $2,565+146.1% |
| Participant deferral / active EE | $5,861 | $3,423+71.2% | $5,568+5.3% | $3,952+48.3% |
| Admin fee / account holder | $716 | $7,213-90.1% | $16,237-95.6% | $6,260-88.6% |