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 | $39,720 | $115,770-65.7% | $101,248-60.8% | $158,922-75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.56% | 56.14%-49.6pp | 46.47%-39.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,568 | $4,175-62.4% | $3,660-57.1% | $4,761-67.1% |
| Participant deferral / active EE | $5,080 | $4,957+2.5% | $4,370+16.3% | $5,982-15.1% |
| Admin fee / account holder | $23,104 | $7,245+218.9% | $5,945+288.6% | $11,246+105.4% |