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 | $42,989 | $106,890-59.8% | $84,015-48.8% | $152,861-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.02% | 104.99%-101.0pp | 71.31%-67.3pp | 345.32%-341.3pp |
| Employer contribution / active EE | $2,464 | $2,734-9.9% | $1,983+24.2% | $4,762-48.3% |
| Participant deferral / active EE | $2,943 | $4,011-26.6% | $3,239-9.1% | $5,850-49.7% |
| Admin fee / account holder | $1,070 | $8,285-87.1% | $6,101-82.5% | $11,596-90.8% |