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 | $73,619 | $172,111-57.2% | $150,298-51.0% | $137,256-46.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.12% | 69.37%-59.2pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $7,907 | $4,636+70.6% | $4,154+90.3% | $4,156+90.3% |
| Participant deferral / active EE | $4,566 | $6,166-25.9% | $5,453-16.3% | $6,407-28.7% |
| Admin fee / account holder | $48,677 | $16,471+195.5% | $14,116+244.8% | $12,270+296.7% |