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 | $34,422 | $114,381-69.9% | $107,525-68.0% | $142,382-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.19% | 242.71%-238.5pp | 181.32%-177.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,843 | $4,015-54.1% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $2,216 | $5,564-60.2% | $5,116-56.7% | $6,507-65.9% |
| Admin fee / account holder | $5,050 | $9,860-48.8% | $8,919-43.4% | $12,624-60.0% |