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 | $46,118 | $202,432-77.2% | $169,368-72.8% | $139,434-66.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.98% | 531.74%-526.8pp | 405.60%-400.6pp | 372.94%-368.0pp |
| Employer contribution / active EE | $3,548 | $4,692-24.4% | $4,013-11.6% | $4,751-25.3% |
| Participant deferral / active EE | $9,311 | $6,938+34.2% | $6,221+49.7% | $6,710+38.8% |
| Admin fee / account holder | $1,445 | $10,708-86.5% | $9,003-84.0% | $11,403-87.3% |