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 | $78,450 | $95,416-17.8% | $185,823-57.8% | $85,850-8.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.06% | 23.59%-12.5pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,153 | $3,314-4.9% | $5,167-39.0% | $2,565+22.9% |
| Participant deferral / active EE | $3,118 | $3,423-8.9% | $5,568-44.0% | $3,952-21.1% |
| Admin fee / account holder | $3,407 | $7,213-52.8% | $16,237-79.0% | $6,260-45.6% |