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 | $70,793 | $183,519-61.4% | $155,509-54.5% | $145,922-51.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.99% | 61.17%-58.2pp | 64.67%-61.7pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,292 | $5,313-75.7% | $4,672-72.3% | $4,660-72.3% |
| Participant deferral / active EE | $2,744 | $6,462-57.5% | $5,626-51.2% | $6,688-59.0% |
| Admin fee / account holder | $35,157 | $19,313+82.0% | $15,912+120.9% | $13,397+162.4% |