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 | $32,910 | $127,777-74.2% | $106,548-69.1% | $167,490-80.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.90% | 33.87%-27.0pp | 26.80%-19.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,047 | $3,427-69.4% | $2,819-62.8% | $4,837-78.4% |
| Participant deferral / active EE | $1,623 | $5,087-68.1% | $4,398-63.1% | $6,341-74.4% |
| Admin fee / account holder | $4,447 | $11,228-60.4% | $7,407-40.0% | $12,309-63.9% |