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 | $37,935 | $91,037-58.3% | $71,671-47.1% | $147,584-74.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.85% | 20.48%-13.6pp | 20.65%-13.8pp | 578.55%-571.7pp |
| Employer contribution / active EE | $4,608 | $3,327+38.5% | $2,460+87.3% | $4,876-5.5% |
| Participant deferral / active EE | $6,232 | $4,498+38.5% | $3,438+81.3% | $5,439+14.6% |
| Admin fee / account holder | $4,380 | $8,613-49.1% | $5,558-21.2% | $10,885-59.8% |