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 | $68,886 | $100,901-31.7% | $75,670-9.0% | $147,584-53.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 4.95% | 35.78%-30.8pp | 27.34%-22.4pp | 578.55%-573.6pp |
| Employer contribution / active EE | $5,529 | $3,253+69.9% | $2,352+135.1% | $4,876+13.4% |
| Participant deferral / active EE | $3,647 | $4,027-9.4% | $3,142+16.1% | $5,439-32.9% |
| Admin fee / account holder | $24,494 | $11,285+117.0% | $5,800+322.3% | $10,885+125.0% |