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 | $75,764 | $152,587-50.3% | $125,175-39.5% | $152,861-50.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.13% | 54.84%-47.7pp | 43.79%-36.7pp | 345.32%-338.2pp |
| Employer contribution / active EE | $14,610 | $4,946+195.4% | $3,865+278.0% | $4,762+206.8% |
| Participant deferral / active EE | $4,095 | $5,868-30.2% | $4,937-17.1% | $5,850-30.0% |
| Admin fee / account holder | $605 | $13,434-95.5% | $9,702-93.8% | $11,596-94.8% |