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 | $47,475 | $73,515-35.4% | $62,995-24.6% | $147,584-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.93% | 175.43%-168.5pp | 87.57%-80.6pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,984 | $3,320-40.2% | $2,759-28.1% | $4,876-59.3% |
| Participant deferral / active EE | $2,160 | $4,185-48.4% | $3,329-35.1% | $5,439-60.3% |
| Admin fee / account holder | $437 | $5,953-92.7% | $3,600-87.9% | $10,885-96.0% |