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 | $70,528 | $152,587-53.8% | $125,175-43.7% | $152,861-53.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.29% | 54.84%-52.5pp | 43.79%-41.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,434 | $4,946-30.6% | $3,865-11.2% | $4,762-27.9% |
| Participant deferral / active EE | $3,621 | $5,868-38.3% | $4,937-26.6% | $5,850-38.1% |
| Admin fee / account holder | $542 | $13,434-96.0% | $9,702-94.4% | $11,596-95.3% |