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 | $47,154 | $97,125-51.5% | $86,233-45.3% | $137,256-65.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.45% | 74.19%-66.7pp | 61.39%-53.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,830 | $2,841-35.6% | $2,504-26.9% | $4,156-56.0% |
| Participant deferral / active EE | $2,853 | $5,180-44.9% | $4,559-37.4% | $6,407-55.5% |
| Admin fee / account holder | $173,707 | $9,725+1686.3% | $8,342+1982.3% | $12,270+1315.7% |