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 | $37,644 | $198,466-81.0% | $170,442-77.9% | $147,584-74.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.02% | 257.29%-253.3pp | 205.93%-201.9pp | 578.55%-574.5pp |
| Employer contribution / active EE | $2,072 | $6,184-66.5% | $5,433-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $5,659 | $5,629+0.5% | $4,939+14.6% | $5,439+4.1% |
| Admin fee / account holder | $94,196 | $16,852+459.0% | $13,880+578.6% | $10,885+765.3% |