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 | $38,060 | $73,933-48.5% | $96,683-60.6% | $75,163-49.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.97% | 26.70%-16.7pp | 35.69%-25.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $6,400 | $2,928+118.6% | $3,737+71.3% | $2,670+139.7% |
| Participant deferral / active EE | $2,434 | $3,659-33.5% | $4,878-50.1% | $4,125-41.0% |
| Admin fee / account holder | $2,733 | $5,216-47.6% | $6,730-59.4% | $5,651-51.6% |