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 | $58,821 | $98,240-40.1% | $82,313-28.5% | $147,584-60.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.81% | 30.85%-25.0pp | 25.88%-20.1pp | 578.55%-572.7pp |
| Employer contribution / active EE | $1,546 | $3,192-51.6% | $2,428-36.3% | $4,876-68.3% |
| Participant deferral / active EE | $4,743 | $4,383+8.2% | $3,706+28.0% | $5,439-12.8% |
| Admin fee / account holder | $842 | $8,563-90.2% | $5,608-85.0% | $10,885-92.3% |