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 | $50,751 | $116,175-56.3% | $93,606-45.8% | $152,861-66.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.02% | 35.96%-35.9pp | 32.76%-32.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,467 | $3,218+132.0% | $2,718+174.7% | $4,762+56.8% |
| Participant deferral / active EE | $2,271 | $4,603-50.7% | $4,069-44.2% | $5,850-61.2% |
| Admin fee / account holder | $12,322 | $10,748+14.6% | $7,888+56.2% | $11,596+6.3% |