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 | $66,018 | $152,587-56.7% | $125,175-47.3% | $152,861-56.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.69% | 54.84%-50.1pp | 43.79%-39.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,361 | $4,946-72.5% | $3,865-64.8% | $4,762-71.4% |
| Participant deferral / active EE | $3,080 | $5,868-47.5% | $4,937-37.6% | $5,850-47.3% |
| Admin fee / account holder | $4,169 | $13,434-69.0% | $9,702-57.0% | $11,596-64.1% |