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 | $172,111-78.4% | $150,298-75.3% | $137,256-73.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.92% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,269 | $4,636-72.6% | $4,154-69.4% | $4,156-69.5% |
| Participant deferral / active EE | $3,991 | $6,166-35.3% | $5,453-26.8% | $6,407-37.7% |
| Admin fee / account holder | $210,494 | $16,471+1178.0% | $14,116+1391.2% | $12,270+1615.5% |