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 | $50,228 | $107,934-53.5% | $91,989-45.4% | $152,861-67.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 4.83% | 89.24%-84.4pp | 69.02%-64.2pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,420 | $4,210-42.5% | $3,452-29.9% | $4,762-49.2% |
| Participant deferral / active EE | $3,414 | $6,364-46.4% | $5,923-42.4% | $5,850-41.6% |
| Admin fee / account holder | $2,689 | $10,520-74.4% | $7,743-65.3% | $11,596-76.8% |