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 | $61,662 | $98,240-37.2% | $82,313-25.1% | $147,584-58.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.03% | 30.85%-22.8pp | 25.88%-17.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,726 | $3,192-45.9% | $2,428-28.9% | $4,876-64.6% |
| Participant deferral / active EE | $3,616 | $4,383-17.5% | $3,706-2.4% | $5,439-33.5% |
| Admin fee / account holder | $19,513 | $8,563+127.9% | $5,608+248.0% | $10,885+79.3% |