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 | $49,004 | $165,912-70.5% | $122,332-59.9% | $147,584-66.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 7.21% | 34.55%-27.3pp | 30.27%-23.1pp | 578.55%-571.3pp |
| Employer contribution / active EE | $3,754 | $5,754-34.8% | $4,050-7.3% | $4,876-23.0% |
| Participant deferral / active EE | $1,432 | $4,005-64.2% | $3,287-56.4% | $5,439-73.7% |
| Admin fee / account holder | $1,321 | $7,424-82.2% | $5,478-75.9% | $10,885-87.9% |