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 | $66,071 | $91,190-27.5% | $178,490-63.0% | $79,858-17.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.57% | 24.19%-15.6pp | 151.07%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $4,819 | $3,256+48.0% | $5,011-3.8% | $2,471+95.1% |
| Participant deferral / active EE | $3,375 | $3,236+4.3% | $5,202-35.1% | $3,740-9.8% |
| Admin fee / account holder | $26,301 | $6,751+289.6% | $13,984+88.1% | $5,306+395.6% |