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 | $52,530 | $91,037-42.3% | $71,671-26.7% | $147,584-64.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.33% | 20.48%-16.1pp | 20.65%-16.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $3,159 | $3,327-5.1% | $2,460+28.4% | $4,876-35.2% |
| Participant deferral / active EE | $7,452 | $4,498+65.7% | $3,438+116.7% | $5,439+37.0% |
| Admin fee / account holder | $453 | $8,613-94.7% | $5,558-91.8% | $10,885-95.8% |