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 | $48,283 | $95,266-49.3% | $82,389-41.4% | $142,382-66.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.10% | 25.74%-15.6pp | 28.67%-18.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,130 | $2,991-62.2% | $2,517-55.1% | $4,299-73.7% |
| Participant deferral / active EE | $3,767 | $4,809-21.7% | $4,155-9.3% | $6,507-42.1% |
| Admin fee / account holder | $20,040 | $8,563+134.0% | $7,231+177.2% | $12,624+58.8% |