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 | $37,977 | $106,515-64.3% | $96,683-60.7% | $139,434-72.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.75% | 38.43%-30.7pp | 35.69%-27.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,849 | $4,103-30.5% | $3,737-23.7% | $4,751-40.0% |
| Participant deferral / active EE | $4,484 | $5,454-17.8% | $4,878-8.1% | $6,710-33.2% |
| Admin fee / account holder | $78,734 | $7,877+899.6% | $6,730+1070.0% | $11,403+590.5% |