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 | $53,733 | $111,754-51.9% | $103,333-48.0% | $145,922-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.80% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,508 | $4,212-16.7% | $3,868-9.3% | $4,660-24.7% |
| Participant deferral / active EE | $6,833 | $5,619+21.6% | $5,057+35.1% | $6,688+2.2% |
| Admin fee / account holder | $22,379 | $9,750+129.5% | $8,355+167.9% | $13,397+67.0% |