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 | $72,453 | $93,571-22.6% | $135,903-46.7% | $75,163-3.6% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 4.09% | 30.90%-26.8pp | 68.23%-64.1pp | 160.62%-156.5pp |
| Employer contribution / active EE | $5,777 | $3,537+63.3% | $4,856+19.0% | $2,670+116.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,914 | $6,975-29.6% | $10,762-54.3% | $5,651-13.0% |