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 | $64,915 | $54,705+18.7% | $71,209-8.8% | $84,808-23.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.05% | 35.90%-23.8pp | 282.51%-270.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,425 | $2,158+105.1% | $2,721+62.6% | $2,631+68.2% |
| Participant deferral / active EE | $3,269 | $3,030+7.9% | $4,175-21.7% | $4,212-22.4% |
| Admin fee / account holder | $2,894 | $4,863-40.5% | $5,349-45.9% | $7,344-60.6% |