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 | $31,725 | $118,680-73.3% | $98,907-67.9% | $158,922-80.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 2.83% | 372.35%-369.5pp | 196.43%-193.6pp | 302.83%-300.0pp |
| Employer contribution / active EE | $4,671 | $3,333+40.1% | $2,689+73.7% | $4,761-1.9% |
| Participant deferral / active EE | $4,912 | $5,088-3.5% | $4,244+15.7% | $5,982-17.9% |
| Admin fee / account holder | $9,661 | $10,131-4.6% | $6,642+45.5% | $11,246-14.1% |