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 | $67,455 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.71% | 65.07%-59.4pp | 58.88%-53.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,660 | $4,810-44.7% | $4,305-38.2% | $4,299-38.1% |
| Participant deferral / active EE | $5,037 | $6,272-19.7% | $5,540-9.1% | $6,507-22.6% |
| Admin fee / account holder | $56,613 | $16,786+237.3% | $14,329+295.1% | $12,624+348.5% |