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 | $78,085 | $101,069-22.7% | $81,478-4.2% | $147,584-47.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 5.11% | 32.40%-27.3pp | 38.78%-33.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,388 | $3,205-56.7% | $2,568-45.9% | $4,876-71.5% |
| Participant deferral / active EE | $2,912 | $4,242-31.4% | $3,537-17.7% | $5,439-46.5% |
| Admin fee / account holder | $1,802 | $5,812-69.0% | $4,561-60.5% | $10,885-83.4% |