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 | $38,787 | $185,822-79.1% | $169,993-77.2% | $139,434-72.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.12% | 60.50%-51.4pp | 53.37%-44.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,661 | $7,590-78.1% | $6,785-75.5% | $4,751-65.0% |
| Participant deferral / active EE | $5,121 | $11,622-55.9% | $10,408-50.8% | $6,710-23.7% |
| Admin fee / account holder | $28,520 | $15,381+85.4% | $12,815+122.6% | $11,403+150.1% |