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 | $32,335 | $105,126-69.2% | $94,646-65.8% | $139,434-76.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.59% | 38.03%-27.4pp | 156.71%-146.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,447 | $4,106-40.4% | $3,672-33.4% | $4,751-48.5% |
| Participant deferral / active EE | $13,639 | $7,599+79.5% | $7,418+83.9% | $6,710+103.3% |
| Admin fee / account holder | $23,631 | $8,984+163.0% | $7,231+226.8% | $11,403+107.2% |