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 | $77,863 | $98,240-20.7% | $82,313-5.4% | $147,584-47.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.77% | 30.85%-29.1pp | 25.88%-24.1pp | 578.55%-576.8pp |
| Employer contribution / active EE | $2,767 | $3,192-13.3% | $2,428+14.0% | $4,876-43.2% |
| Participant deferral / active EE | $3,183 | $4,383-27.4% | $3,706-14.1% | $5,439-41.5% |
| Admin fee / account holder | $6,495 | $8,563-24.1% | $5,608+15.8% | $10,885-40.3% |