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 | $67,635 | $77,634-12.9% | $156,549-56.8% | $62,891+7.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.84% | 50.32%-48.5pp | 32.23%-30.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $3,934 | $3,444+14.2% | $5,501-28.5% | $2,281+72.5% |
| Participant deferral / active EE | $4,271 | $3,045+40.2% | $4,871-12.3% | $3,203+33.3% |
| Admin fee / account holder | $2,110 | $5,561-62.1% | $13,027-83.8% | $4,296-50.9% |