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 | $46,014 | $95,266-51.7% | $82,389-44.1% | $142,382-67.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.17% | 25.74%-15.6pp | 28.67%-18.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,410 | $2,991+14.0% | $2,517+35.5% | $4,299-20.7% |
| Participant deferral / active EE | $7,444 | $4,809+54.8% | $4,155+79.2% | $6,507+14.4% |
| Admin fee / account holder | $500 | $8,563-94.2% | $7,231-93.1% | $12,624-96.0% |