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 | $81,786 | $100,901-18.9% | $75,670+8.1% | $147,584-44.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 4.38% | 35.78%-31.4pp | 27.34%-23.0pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,557 | $3,253-52.2% | $2,352-33.8% | $4,876-68.1% |
| Participant deferral / active EE | $1,598 | $4,027-60.3% | $3,142-49.1% | $5,439-70.6% |
| Admin fee / account holder | $328 | $11,285-97.1% | $5,800-94.3% | $10,885-97.0% |