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 | $64,916 | $77,899-16.7% | $149,673-56.6% | $75,163-13.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.04% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $6,037 | $3,137+92.4% | $4,818+25.3% | $2,670+126.1% |
| Participant deferral / active EE | $4,461 | $3,411+30.8% | $5,680-21.5% | $4,125+8.1% |
| Admin fee / account holder | $1,679 | $5,956-71.8% | $13,210-87.3% | $5,651-70.3% |