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 | $38,040 | $102,382-62.8% | $147,005-74.1% | $80,874-53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 6.10% | 134.89%-128.8pp | 418.76%-412.7pp | 35.62%-29.5pp |
| Employer contribution / active EE | $2,608 | $3,715-29.8% | $4,934-47.1% | $2,756-5.4% |
| Participant deferral / active EE | $4,615 | $6,646-30.6% | $8,070-42.8% | $4,297+7.4% |
| Admin fee / account holder | $1,158 | $7,942-85.4% | $13,006-91.1% | $6,935-83.3% |