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 | $71,438 | $105,859-32.5% | $90,160-20.8% | $147,584-51.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.70% | 37.63%-32.9pp | 34.88%-30.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $2,618 | $4,126-36.6% | $3,318-21.1% | $4,876-46.3% |
| Participant deferral / active EE | $9,085 | $5,733+58.5% | $5,288+71.8% | $5,439+67.0% |
| Admin fee / account holder | $16,786 | $8,046+108.6% | $5,943+182.5% | $10,885+54.2% |