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 | $36,357 | $108,919-66.6% | $100,391-63.8% | $145,922-75.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 57.88%-48.6pp | 49.20%-39.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,828 | $4,419-13.4% | $3,942-2.9% | $4,660-17.9% |
| Participant deferral / active EE | $5,628 | $8,445-33.4% | $8,082-30.4% | $6,688-15.9% |
| Admin fee / account holder | $5,884 | $9,689-39.3% | $7,899-25.5% | $13,397-56.1% |