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 | $47,610 | $149,679-68.2% | $117,039-59.3% | $147,584-67.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.76% | 19.31%-11.6pp | 18.95%-11.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,323 | $4,937-73.2% | $3,785-65.0% | $4,876-72.9% |
| Participant deferral / active EE | $1,954 | $4,912-60.2% | $3,929-50.3% | $5,439-64.1% |
| Admin fee / account holder | $5,010 | $7,856-36.2% | $5,974-16.1% | $10,885-54.0% |