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 | $63,025 | $98,240-35.8% | $82,313-23.4% | $147,584-57.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.94% | 30.85%-23.9pp | 25.88%-18.9pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,174 | $3,192-31.9% | $2,428-10.5% | $4,876-55.4% |
| Participant deferral / active EE | $3,033 | $4,383-30.8% | $3,706-18.2% | $5,439-44.2% |
| Admin fee / account holder | $2,360 | $8,563-72.4% | $5,608-57.9% | $10,885-78.3% |