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 | $78,342 | $98,750-20.7% | $149,696-47.7% | $79,858-1.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.16% | 27.43%-20.3pp | 276.60%-269.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,435 | $3,216-55.4% | $4,644-69.1% | $2,471-41.9% |
| Participant deferral / active EE | $5,290 | $5,680-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $696 | $6,053-88.5% | $9,309-92.5% | $5,306-86.9% |