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 | $29,791 | $109,327-72.8% | $89,391-66.7% | $158,922-81.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.68% | 345.68%-342.0pp | 245.62%-241.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $3,856 | $3,170+21.7% | $2,586+49.1% | $4,761-19.0% |
| Participant deferral / active EE | $5,715 | $4,598+24.3% | $3,890+46.9% | $5,982-4.5% |
| Admin fee / account holder | $1,321 | $6,153-78.5% | $4,881-72.9% | $11,246-88.3% |