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 | $63,656 | $104,251-38.9% | $91,001-30.0% | $147,584-56.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.65% | 27.06%-22.4pp | 4.60%+0.1pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,654 | $3,116-46.9% | $2,456-32.7% | $4,876-66.1% |
| Participant deferral / active EE | $1,811 | $4,195-56.8% | $3,547-48.9% | $5,439-66.7% |
| Admin fee / account holder | $89,822 | $8,948+903.8% | $5,417+1558.1% | $10,885+725.2% |