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 | $65,328 | $102,317-36.2% | $146,958-55.5% | $80,856-19.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.44% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,113 | $3,713+64.6% | $4,933+23.9% | $2,755+121.9% |
| Participant deferral / active EE | $4,129 | $6,644-37.9% | $8,070-48.8% | $4,296-3.9% |
| Admin fee / account holder | $1,604 | $7,941-79.8% | $12,998-87.7% | $6,918-76.8% |