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 | $39,583 | $102,966-61.6% | $90,281-56.2% | $152,861-74.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 3.69% | 95.16%-91.5pp | 78.10%-74.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,654 | $3,139-47.3% | $2,854-42.1% | $4,762-65.3% |
| Participant deferral / active EE | $6,409 | $4,281+49.7% | $3,885+65.0% | $5,850+9.6% |
| Admin fee / account holder | $363 | $6,171-94.1% | $5,351-93.2% | $11,596-96.9% |