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 | $30,526 | $106,515-71.3% | $96,683-68.4% | $139,434-78.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.30% | 38.43%-30.1pp | 35.69%-27.4pp | 372.94%-364.6pp |
| Employer contribution / active EE | $4,988 | $4,103+21.6% | $3,737+33.5% | $4,751+5.0% |
| Participant deferral / active EE | $12,108 | $5,454+122.0% | $4,878+148.2% | $6,710+80.4% |
| Admin fee / account holder | $15,519 | $7,877+97.0% | $6,730+130.6% | $11,403+36.1% |