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 | $32,051 | $177,572-82.0% | $154,803-79.3% | $142,382-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.76% | 65.07%-60.3pp | 58.88%-54.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $3,747 | $4,810-22.1% | $4,305-13.0% | $4,299-12.8% |
| Participant deferral / active EE | $3,965 | $6,272-36.8% | $5,540-28.4% | $6,507-39.1% |
| Admin fee / account holder | $116,141 | $16,786+591.9% | $14,329+710.5% | $12,624+820.0% |