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 | $34,044 | $102,966-66.9% | $90,281-62.3% | $152,861-77.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.64% | 95.16%-85.5pp | 78.10%-68.5pp | 345.32%-335.7pp |
| Employer contribution / active EE | $4,227 | $3,139+34.7% | $2,854+48.1% | $4,762-11.2% |
| Participant deferral / active EE | $1,904 | $4,281-55.5% | $3,885-51.0% | $5,850-67.5% |
| Admin fee / account holder | $347 | $6,171-94.4% | $5,351-93.5% | $11,596-97.0% |