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 | $31,539 | $108,919-71.0% | $100,391-68.6% | $145,922-78.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.18% | 57.88%-50.7pp | 49.20%-42.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,730 | $4,419-60.9% | $3,942-56.1% | $4,660-62.9% |
| Participant deferral / active EE | $5,571 | $8,445-34.0% | $8,082-31.1% | $6,688-16.7% |
| Admin fee / account holder | $996 | $9,689-89.7% | $7,899-87.4% | $13,397-92.6% |