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 | $58,079 | $105,859-45.1% | $90,160-35.6% | $147,584-60.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.88% | 37.63%-29.7pp | 34.88%-27.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $27,178 | $4,126+558.7% | $3,318+719.1% | $4,876+457.3% |
| Participant deferral / active EE | $13,831 | $5,733+141.2% | $5,288+161.6% | $5,439+154.3% |
| Admin fee / account holder | $44,558 | $8,046+453.8% | $5,943+649.8% | $10,885+309.3% |