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 | $85,101 | $22,587+276.8% | $65,255+30.4% | $75,163+13.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 65.0%+35.0pp | 67.2%+32.8pp |
| Annual return | 0.72% | 71.03%-70.3pp | 47.35%-46.6pp | 160.62%-159.9pp |
| Employer contribution / active EE | $14,707 | $941+1463.8% | $1,691+769.6% | $2,670+450.9% |
| Participant deferral / active EE | $2,969 | $1,695+75.1% | $2,831+4.9% | $4,125-28.0% |
| Admin fee / account holder | $4,776 | $1,876+154.7% | $4,112+16.2% | $5,651-15.5% |