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 | $51,400 | $101,069-49.1% | $81,478-36.9% | $147,584-65.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.40% | 32.40%-25.0pp | 38.78%-31.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,545 | $3,205-51.8% | $2,568-39.8% | $4,876-68.3% |
| Participant deferral / active EE | $2,240 | $4,242-47.2% | $3,537-36.7% | $5,439-58.8% |
| Admin fee / account holder | $926 | $5,812-84.1% | $4,561-79.7% | $10,885-91.5% |