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 | $69,844 | $84,233-17.1% | $170,442-59.0% | $70,131-0.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.06% | 23.06%-17.0pp | 205.93%-199.9pp | 73.14%-67.1pp |
| Employer contribution / active EE | $509 | $3,387-85.0% | $5,433-90.6% | $2,342-78.3% |
| Participant deferral / active EE | $1,336 | $3,086-56.7% | $4,939-72.9% | $3,332-59.9% |
| Admin fee / account holder | $25,635 | $5,698+349.9% | $13,880+84.7% | $4,645+451.9% |