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 | $49,390 | $102,317-51.7% | $146,958-66.4% | $80,856-38.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.20% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,016 | $3,713-72.6% | $4,933-79.4% | $2,755-63.1% |
| Participant deferral / active EE | $2,688 | $6,644-59.5% | $8,070-66.7% | $4,296-37.4% |
| Admin fee / account holder | $2,418 | $7,941-69.6% | $12,998-81.4% | $6,918-65.1% |