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 | $37,113 | $177,572-79.1% | $154,803-76.0% | $142,382-73.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.92% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,269 | $4,810-73.6% | $4,305-70.5% | $4,299-70.5% |
| Participant deferral / active EE | $3,991 | $6,272-36.4% | $5,540-28.0% | $6,507-38.7% |
| Admin fee / account holder | $210,494 | $16,786+1154.0% | $14,329+1369.0% | $12,624+1567.5% |