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 | $39,136 | $198,466-80.3% | $170,442-77.0% | $147,584-73.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.45% | 257.29%-252.8pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,897 | $6,184-53.2% | $5,433-46.7% | $4,876-40.6% |
| Participant deferral / active EE | $4,300 | $5,629-23.6% | $4,939-12.9% | $5,439-20.9% |
| Admin fee / account holder | $382 | $16,852-97.7% | $13,880-97.3% | $10,885-96.5% |