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 | $73,460 | $96,484-23.9% | $75,886-3.2% | $152,861-51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 9.43% | 33.98%-24.6pp | 30.76%-21.3pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,476 | $3,309-55.4% | $2,500-41.0% | $4,762-69.0% |
| Participant deferral / active EE | $2,309 | $4,553-49.3% | $3,603-35.9% | $5,850-60.5% |
| Admin fee / account holder | $1,029 | $8,078-87.3% | $5,418-81.0% | $11,596-91.1% |