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 | $58,420 | $102,616-43.1% | $81,983-28.7% | $158,922-63.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 1.16% | 61.04%-59.9pp | 41.31%-40.1pp | 302.83%-301.7pp |
| Employer contribution / active EE | $2,677 | $3,240-17.4% | $2,498+7.2% | $4,761-43.8% |
| Participant deferral / active EE | $1,338 | $4,648-71.2% | $3,722-64.1% | $5,982-77.6% |
| Admin fee / account holder | $2,889 | $8,235-64.9% | $5,664-49.0% | $11,246-74.3% |