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 | $33,846 | $94,752-64.3% | $112,887-70.0% | $139,434-75.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 40.88%-29.5pp | 34.10%-22.8pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,213 | $4,625-30.5% | $4,563-29.6% | $4,751-32.4% |
| Participant deferral / active EE | $4,280 | $6,512-34.3% | $6,513-34.3% | $6,710-36.2% |
| Admin fee / account holder | $21,321 | $8,527+150.0% | $7,047+202.5% | $11,403+87.0% |