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 | $94,286 | $162,781-42.1% | $133,956-29.6% | $158,922-40.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.30% | 41.94%-39.6pp | 45.09%-42.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,671 | $4,975-66.4% | $3,919-57.4% | $4,761-64.9% |
| Participant deferral / active EE | $2,394 | $5,911-59.5% | $5,048-52.6% | $5,982-60.0% |
| Admin fee / account holder | $414 | $11,736-96.5% | $8,927-95.4% | $11,246-96.3% |