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 | $29,495 | $91,037-67.6% | $71,671-58.8% | $147,584-80.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.10% | 20.48%-12.4pp | 20.65%-12.5pp | 578.55%-570.4pp |
| Employer contribution / active EE | $843 | $3,327-74.7% | $2,460-65.7% | $4,876-82.7% |
| Participant deferral / active EE | $2,944 | $4,498-34.6% | $3,438-14.4% | $5,439-45.9% |
| Admin fee / account holder | $2,289 | $8,613-73.4% | $5,558-58.8% | $10,885-79.0% |