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 | $85,873 | $100,901-14.9% | $75,670+13.5% | $147,584-41.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 5.77% | 35.78%-30.0pp | 27.34%-21.6pp | 578.55%-572.8pp |
| Employer contribution / active EE | $4,367 | $3,253+34.2% | $2,352+85.7% | $4,876-10.4% |
| Participant deferral / active EE | $6,329 | $4,027+57.1% | $3,142+101.4% | $5,439+16.4% |
| Admin fee / account holder | $31,009 | $11,285+174.8% | $5,800+434.7% | $10,885+184.9% |