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 | $57,569 | $150,187-61.7% | $120,354-52.2% | $145,922-60.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.67% | 154.07%-150.4pp | 107.15%-103.5pp | 561.29%-557.6pp |
| Employer contribution / active EE | $3,681 | $4,348-15.3% | $3,463+6.3% | $4,660-21.0% |
| Participant deferral / active EE | $12,455 | $6,173+101.8% | $4,991+149.5% | $6,688+86.2% |
| Admin fee / account holder | $9,438 | $12,207-22.7% | $9,423+0.2% | $13,397-29.6% |