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 | $30,671 | $179,726-82.9% | $156,263-80.4% | $142,382-78.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.48% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,432 | $5,069-71.7% | $4,333-66.9% | $4,299-66.7% |
| Participant deferral / active EE | $3,496 | $6,956-49.7% | $6,158-43.2% | $6,507-46.3% |
| Admin fee / account holder | $324 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |