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 | $34,093 | $108,919-68.7% | $100,391-66.0% | $145,922-76.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.99% | 57.88%-47.9pp | 49.20%-39.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,970 | $4,419-10.2% | $3,942+0.7% | $4,660-14.8% |
| Participant deferral / active EE | $2,694 | $8,445-68.1% | $8,082-66.7% | $6,688-59.7% |
| Admin fee / account holder | $928 | $9,689-90.4% | $7,899-88.2% | $13,397-93.1% |