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 | $77,122 | $162,781-52.6% | $133,956-42.4% | $158,922-51.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.69% | 41.94%-37.3pp | 45.09%-40.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $5,769 | $4,975+15.9% | $3,919+47.2% | $4,761+21.2% |
| Participant deferral / active EE | $6,646 | $5,911+12.4% | $5,048+31.7% | $5,982+11.1% |
| Admin fee / account holder | $1,450 | $11,736-87.6% | $8,927-83.8% | $11,246-87.1% |