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 | $60,257 | $91,552-34.2% | $133,956-55.0% | $79,858-24.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.29% | 61.85%-53.6pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $927 | $2,384-61.1% | $3,919-76.3% | $2,471-62.5% |
| Participant deferral / active EE | $3,271 | $3,733-12.4% | $5,048-35.2% | $3,740-12.5% |
| Admin fee / account holder | $14,514 | $6,321+129.6% | $8,927+62.6% | $5,306+173.5% |