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 | $38,126 | $107,334-64.5% | $92,893-59.0% | $152,861-75.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.43% | 145.58%-134.1pp | 109.41%-98.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $1,158 | $4,221-72.6% | $3,653-68.3% | $4,762-75.7% |
| Participant deferral / active EE | $3,975 | $4,845-18.0% | $4,236-6.2% | $5,850-32.1% |
| Admin fee / account holder | $26,275 | $7,079+271.2% | $5,794+353.5% | $11,596+126.6% |