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 | $79,613 | $104,251-23.6% | $91,001-12.5% | $147,584-46.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.47% | 27.06%-19.6pp | 4.60%+2.9pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,984 | $3,116-36.3% | $2,456-19.2% | $4,876-59.3% |
| Participant deferral / active EE | $2,015 | $4,195-52.0% | $3,547-43.2% | $5,439-62.9% |
| Admin fee / account holder | $15,149 | $8,948+69.3% | $5,417+179.7% | $10,885+39.2% |