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 | $72,153 | $89,355-19.3% | $141,162-48.9% | $72,985-1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.78% | 111.85%-106.1pp | 71.39%-65.6pp | 81.00%-75.2pp |
| Employer contribution / active EE | $5,759 | $3,114+84.9% | $4,735+21.6% | $2,440+136.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,266 | $5,958-45.2% | $10,261-68.2% | $5,124-36.3% |