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 | $48,788 | $70,756-31.0% | $65,493-25.5% | $142,382-65.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.39% | 1754.89%-1744.5pp | 982.45%-972.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,300 | $2,881-20.2% | $2,574-10.6% | $4,299-46.5% |
| Participant deferral / active EE | $2,138 | $4,637-53.9% | $3,961-46.0% | $6,507-67.2% |
| Admin fee / account holder | $7,895 | $6,559+20.4% | $5,028+57.0% | $12,624-37.5% |