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 | $36,115 | $157,256-77.0% | $141,162-74.4% | $152,861-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.35% | 64.32%-54.0pp | 71.39%-61.0pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,051 | $5,261-80.0% | $4,735-77.8% | $4,762-77.9% |
| Participant deferral / active EE | $9,343 | $7,109+31.4% | $6,709+39.3% | $5,850+59.7% |
| Admin fee / account holder | $104,702 | $12,120+763.9% | $10,261+920.4% | $11,596+802.9% |