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 | $50,956 | $152,587-66.6% | $125,175-59.3% | $152,861-66.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.99% | 54.84%-50.9pp | 43.79%-39.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $1,072 | $4,946-78.3% | $3,865-72.3% | $4,762-77.5% |
| Participant deferral / active EE | $4,457 | $5,868-24.0% | $4,937-9.7% | $5,850-23.8% |
| Admin fee / account holder | $6,899 | $13,434-48.6% | $9,702-28.9% | $11,596-40.5% |