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 | $59,380 | $58,208+2.0% | $81,812-27.4% | $80,856-26.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.68% | 41.66%-33.0pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $5,546 | $2,340+137.0% | $2,912+90.4% | $2,755+101.3% |
| Participant deferral / active EE | $2,199 | $3,281-33.0% | $4,319-49.1% | $4,296-48.8% |
| Admin fee / account holder | $10,454 | $4,981+109.9% | $7,386+41.5% | $6,918+51.1% |