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 | $46,244 | $104,664-55.8% | $85,682-46.0% | $167,490-72.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.62% | 21.45%-14.8pp | 21.49%-14.9pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,881 | $3,337-13.7% | $2,618+10.0% | $4,837-40.5% |
| Participant deferral / active EE | $4,279 | $4,824-11.3% | $3,923+9.1% | $6,341-32.5% |
| Admin fee / account holder | $2,113 | $10,032-78.9% | $6,873-69.3% | $12,309-82.8% |