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 | $117,050 | $86,891+34.7% | $142,449-17.8% | $75,163+55.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | -5.55% | 23.31%-28.9pp | 19.99%-25.5pp | 160.62%-166.2pp |
| Employer contribution / active EE | $5,279 | $3,355+57.3% | $4,847+8.9% | $2,670+97.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $29,105 | $7,299+298.8% | $10,011+190.7% | $5,651+415.0% |