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 | $49,644 | $158,398-68.7% | $126,539-60.8% | $142,382-65.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.50% | 593.76%-586.3pp | 425.95%-418.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $887 | $4,650-80.9% | $3,674-75.8% | $4,299-79.4% |
| Participant deferral / active EE | $4,756 | $4,767-0.2% | $4,083+16.5% | $6,507-26.9% |
| Admin fee / account holder | $34,791 | $6,918+402.9% | $6,065+473.7% | $12,624+175.6% |