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 | $64,457 | $124,425-48.2% | $112,040-42.5% | $137,256-53.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.27% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,734 | $3,411-49.2% | $2,954-41.3% | $4,156-58.3% |
| Participant deferral / active EE | $4,329 | $5,718-24.3% | $5,098-15.1% | $6,407-32.4% |
| Admin fee / account holder | $29,319 | $15,207+92.8% | $12,098+142.3% | $12,270+138.9% |