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 | $69,724 | $89,355-22.0% | $141,162-50.6% | $72,985-4.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.19% | 111.85%-98.7pp | 71.39%-58.2pp | 81.00%-67.8pp |
| Employer contribution / active EE | $5,848 | $3,114+87.8% | $4,735+23.5% | $2,440+139.7% |
| Participant deferral / active EE | $3,698 | $5,418-31.8% | $6,709-44.9% | $3,607+2.5% |
| Admin fee / account holder | $2,985 | $5,958-49.9% | $10,261-70.9% | $5,124-41.7% |