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 | $70,623 | $116,175-39.2% | $93,606-24.6% | $152,861-53.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 5.88% | 35.96%-30.1pp | 32.76%-26.9pp | 345.32%-339.4pp |
| Employer contribution / active EE | $1,401 | $3,218-56.5% | $2,718-48.4% | $4,762-70.6% |
| Participant deferral / active EE | $2,211 | $4,603-52.0% | $4,069-45.7% | $5,850-62.2% |
| Admin fee / account holder | $7,160 | $10,748-33.4% | $7,888-9.2% | $11,596-38.3% |