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 | $57,369 | $99,918-42.6% | $81,382-29.5% | $145,922-60.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.16% | 34.32%-29.2pp | 24.73%-19.6pp | 561.29%-556.1pp |
| Employer contribution / active EE | $1,163 | $2,978-61.0% | $2,463-52.8% | $4,660-75.1% |
| Participant deferral / active EE | $16,831 | $4,605+265.5% | $3,883+333.4% | $6,688+151.7% |
| Admin fee / account holder | $11,284 | $8,212+37.4% | $5,768+95.6% | $13,397-15.8% |