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 | $55,136 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.79% | 64.32%-51.5pp | 71.39%-58.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,816 | $5,261-65.5% | $4,735-61.6% | $4,762-61.9% |
| Participant deferral / active EE | $8,497 | $7,109+19.5% | $6,709+26.6% | $5,850+45.2% |
| Admin fee / account holder | $221,322 | $12,120+1726.1% | $10,261+2056.9% | $11,596+1808.5% |