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 | $73,258 | $102,317-28.4% | $146,958-50.2% | $80,856-9.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 6.55% | 134.76%-128.2pp | 418.34%-411.8pp | 35.59%-29.0pp |
| Employer contribution / active EE | $3,330 | $3,713-10.3% | $4,933-32.5% | $2,755+20.9% |
| Participant deferral / active EE | $4,733 | $6,644-28.8% | $8,070-41.3% | $4,296+10.2% |
| Admin fee / account holder | $4,234 | $7,941-46.7% | $12,998-67.4% | $6,918-38.8% |