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 | $29,378 | $157,256-81.3% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.96% | 64.32%-51.4pp | 71.39%-58.4pp | 345.32%-332.4pp |
| Employer contribution / active EE | $4,517 | $5,261-14.1% | $4,735-4.6% | $4,762-5.2% |
| Participant deferral / active EE | $10,726 | $7,109+50.9% | $6,709+59.9% | $5,850+83.4% |
| Admin fee / account holder | $3,862 | $12,120-68.1% | $10,261-62.4% | $11,596-66.7% |