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 5-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 | $61,674 | $81,248-24.1% | $155,509-60.3% | $80,856-23.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 3.76% | 33.31%-29.5pp | 64.67%-60.9pp | 35.59%-31.8pp |
| Employer contribution / active EE | $4,860 | $3,100+56.7% | $4,672+4.0% | $2,755+76.4% |
| Participant deferral / active EE | $4,352 | $3,452+26.1% | $5,626-22.6% | $4,296+1.3% |
| Admin fee / account holder | $194,520 | $7,997+2332.3% | $15,912+1122.5% | $6,918+2711.8% |