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 | $67,462 | $104,974-35.7% | $95,585-29.4% | $142,382-52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 5.72% | 210.33%-204.6pp | 38.56%-32.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $5,316 | $2,779+91.3% | $2,527+110.4% | $4,299+23.6% |
| Participant deferral / active EE | $5,118 | $4,352+17.6% | $4,023+27.2% | $6,507-21.3% |
| Admin fee / account holder | $11,712 | $6,386+83.4% | $6,127+91.1% | $12,624-7.2% |