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 | $32,830 | $175,202-81.3% | $149,673-78.1% | $139,434-76.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.72% | 166.71%-159.0pp | 134.42%-126.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,936 | $5,474-64.6% | $4,818-59.8% | $4,751-59.2% |
| Participant deferral / active EE | $3,072 | $6,519-52.9% | $5,680-45.9% | $6,710-54.2% |
| Admin fee / account holder | $54,965 | $16,150+240.3% | $13,210+316.1% | $11,403+382.0% |