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 | $58,275 | $96,965-39.9% | $97,995-40.5% | $147,584-60.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 5.63% | 24.11%-18.5pp | 23.94%-18.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $3,442 | $4,536-24.1% | $4,158-17.2% | $4,876-29.4% |
| Participant deferral / active EE | $3,406 | $5,081-33.0% | $5,097-33.2% | $5,439-37.4% |
| Admin fee / account holder | $803 | $8,120-90.1% | $5,943-86.5% | $10,885-92.6% |