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 | $65,001 | $73,515-11.6% | $62,995+3.2% | $147,584-56.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.76% | 175.43%-166.7pp | 87.57%-78.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,525 | $3,320-54.1% | $2,759-44.7% | $4,876-68.7% |
| Participant deferral / active EE | $1,950 | $4,185-53.4% | $3,329-41.4% | $5,439-64.2% |
| Admin fee / account holder | $361 | $5,953-93.9% | $3,600-90.0% | $10,885-96.7% |