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 | $66,987 | $105,998-36.8% | $92,233-27.4% | $147,584-54.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.03% | 50.05%-43.0pp | 176.28%-169.3pp | 578.55%-571.5pp |
| Employer contribution / active EE | $2,181 | $4,333-49.7% | $3,679-40.7% | $4,876-55.3% |
| Participant deferral / active EE | $6,497 | $4,478+45.1% | $3,897+66.7% | $5,439+19.5% |
| Admin fee / account holder | $2,260 | $6,332-64.3% | $5,194-56.5% | $10,885-79.2% |