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 | $63,881 | $162,781-60.8% | $133,956-52.3% | $158,922-59.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.15% | 41.94%-36.8pp | 45.09%-39.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,363 | $4,975-72.6% | $3,919-65.2% | $4,761-71.4% |
| Participant deferral / active EE | $2,311 | $5,911-60.9% | $5,048-54.2% | $5,982-61.4% |
| Admin fee / account holder | $29,689 | $11,736+153.0% | $8,927+232.6% | $11,246+164.0% |