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 | $68,991 | $95,416-27.7% | $185,823-62.9% | $85,850-19.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 5.65% | 23.59%-17.9pp | 122.05%-116.4pp | 318.53%-312.9pp |
| Employer contribution / active EE | $5,369 | $3,314+62.0% | $5,167+3.9% | $2,565+109.3% |
| Participant deferral / active EE | $7,043 | $3,423+105.7% | $5,568+26.5% | $3,952+78.2% |
| Admin fee / account holder | $2,858 | $7,213-60.4% | $16,237-82.4% | $6,260-54.3% |