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 | $21,015 | $118,849-82.3% | $96,562-78.2% | $167,490-87.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.85% | 50.49%-43.6pp | 37.78%-30.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $4,688 | $3,120+50.3% | $2,356+98.9% | $4,837-3.1% |
| Participant deferral / active EE | $3,706 | $4,616-19.7% | $3,849-3.7% | $6,341-41.6% |
| Admin fee / account holder | $11,829 | $8,065+46.7% | $6,181+91.4% | $12,309-3.9% |