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 | $29,306 | $185,822-84.2% | $169,993-82.8% | $139,434-79.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.35% | 60.50%-54.1pp | 53.37%-47.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,539 | $7,590-79.7% | $6,785-77.3% | $4,751-67.6% |
| Participant deferral / active EE | $7,428 | $11,622-36.1% | $10,408-28.6% | $6,710+10.7% |
| Admin fee / account holder | $71,408 | $15,381+364.3% | $12,815+457.2% | $11,403+526.2% |