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 | $66,434 | $54,705+21.4% | $71,209-6.7% | $84,808-21.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.08% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,843 | $2,158-14.6% | $2,721-32.3% | $2,631-30.0% |
| Participant deferral / active EE | $3,932 | $3,030+29.8% | $4,175-5.8% | $4,212-6.6% |
| Admin fee / account holder | $500 | $4,863-89.7% | $5,349-90.7% | $7,344-93.2% |