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 | $59,497 | $150,187-60.4% | $120,354-50.6% | $145,922-59.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.40% | 154.07%-145.7pp | 107.15%-98.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,971 | $4,348-54.7% | $3,463-43.1% | $4,660-57.7% |
| Participant deferral / active EE | $3,199 | $6,173-48.2% | $4,991-35.9% | $6,688-52.2% |
| Admin fee / account holder | $15,279 | $12,207+25.2% | $9,423+62.1% | $13,397+14.0% |