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 | $59,585 | $106,515-44.1% | $96,683-38.4% | $139,434-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.78% | 38.43%-32.6pp | 35.69%-29.9pp | 372.94%-367.2pp |
| Employer contribution / active EE | $2,806 | $4,103-31.6% | $3,737-24.9% | $4,751-40.9% |
| Participant deferral / active EE | $13,725 | $5,454+151.7% | $4,878+181.4% | $6,710+104.5% |
| Admin fee / account holder | $218,312 | $7,877+2671.6% | $6,730+3144.1% | $11,403+1814.6% |