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 | $38,720 | $104,907-63.1% | $84,611-54.2% | $152,861-74.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 2.94% | 373.79%-370.8pp | 258.74%-255.8pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,529 | $3,302-23.4% | $2,652-4.7% | $4,762-46.9% |
| Participant deferral / active EE | $2,262 | $4,688-51.7% | $3,899-42.0% | $5,850-61.3% |
| Admin fee / account holder | $469 | $6,241-92.5% | $4,912-90.4% | $11,596-96.0% |