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 | $28,207 | $106,515-73.5% | $96,683-70.8% | $139,434-79.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.80% | 38.43%-29.6pp | 35.69%-26.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,655 | $4,103-35.3% | $3,737-29.0% | $4,751-44.1% |
| Participant deferral / active EE | $4,045 | $5,454-25.8% | $4,878-17.1% | $6,710-39.7% |
| Admin fee / account holder | $14,697 | $7,877+86.6% | $6,730+118.4% | $11,403+28.9% |