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 | $63,443 | $64,324-1.4% | $118,925-46.7% | $79,858-20.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 8.13% | 86.45%-78.3pp | 35.88%-27.8pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,696 | $1,836-7.7% | $3,263-48.0% | $2,471-31.4% |
| Participant deferral / active EE | $4,532 | $2,824+60.5% | $4,265+6.3% | $3,740+21.2% |
| Admin fee / account holder | $441 | $4,040-89.1% | $6,581-93.3% | $5,306-91.7% |