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 | $81,063 | $98,240-17.5% | $82,313-1.5% | $147,584-45.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.77% | 30.85%-23.1pp | 25.88%-18.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $760 | $3,192-76.2% | $2,428-68.7% | $4,876-84.4% |
| Participant deferral / active EE | $5,616 | $4,383+28.1% | $3,706+51.5% | $5,439+3.3% |
| Admin fee / account holder | $29,602 | $8,563+245.7% | $5,608+427.9% | $10,885+171.9% |