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 | $72,593 | $152,587-52.4% | $125,175-42.0% | $152,861-52.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.06% | 54.84%-51.8pp | 43.79%-40.7pp | 345.32%-342.3pp |
| Employer contribution / active EE | $2,708 | $4,946-45.2% | $3,865-29.9% | $4,762-43.1% |
| Participant deferral / active EE | $3,558 | $5,868-39.4% | $4,937-27.9% | $5,850-39.2% |
| Admin fee / account holder | $1,297 | $13,434-90.3% | $9,702-86.6% | $11,596-88.8% |