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 | $50,489 | $124,319-59.4% | $111,297-54.6% | $167,490-69.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.47% | 37.44%-32.0pp | 54.65%-49.2pp | 478.56%-473.1pp |
| Employer contribution / active EE | $8,941 | $3,435+160.3% | $2,731+227.4% | $4,837+84.8% |
| Participant deferral / active EE | $5,142 | $5,180-0.7% | $4,487+14.6% | $6,341-18.9% |
| Admin fee / account holder | $562 | $10,618-94.7% | $7,964-92.9% | $12,309-95.4% |