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 | $59,012 | $102,317-42.3% | $146,958-59.8% | $80,856-27.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.45% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,628 | $3,713+51.6% | $4,933+14.1% | $2,755+104.3% |
| Participant deferral / active EE | $2,694 | $6,644-59.5% | $8,070-66.6% | $4,296-37.3% |
| Admin fee / account holder | $1,355 | $7,941-82.9% | $12,998-89.6% | $6,918-80.4% |