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 | $63,222 | $70,428-10.2% | $96,562-34.5% | $85,850-26.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 10.88% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,329 | $1,413+64.8% | $2,356-1.2% | $2,565-9.2% |
| Participant deferral / active EE | $5,428 | $2,894+87.6% | $3,849+41.0% | $3,952+37.4% |
| Admin fee / account holder | $9,278 | $4,997+85.7% | $6,181+50.1% | $6,260+48.2% |