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 | $74,827 | $118,450-36.8% | $98,439-24.0% | $139,434-46.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.64% | 18.94%-13.3pp | 21.16%-15.5pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,791 | $3,609-50.4% | $3,048-41.2% | $4,751-62.3% |
| Participant deferral / active EE | $2,130 | $5,392-60.5% | $4,738-55.0% | $6,710-68.3% |
| Admin fee / account holder | $18,675 | $14,026+33.1% | $8,948+108.7% | $11,403+63.8% |