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 | $38,377 | $159,901-76.0% | $146,958-73.9% | $145,922-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,715 | $5,286-29.7% | $4,933-24.7% | $4,660-20.3% |
| Participant deferral / active EE | $2,811 | $8,428-66.6% | $8,070-65.2% | $6,688-58.0% |
| Admin fee / account holder | $10,106 | $15,044-32.8% | $12,998-22.3% | $13,397-24.6% |