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 | $38,432 | $98,750-61.1% | $149,696-74.3% | $79,858-51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.13% | 27.43%-21.3pp | 276.60%-270.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $6,276 | $3,216+95.1% | $4,644+35.1% | $2,471+154.0% |
| Participant deferral / active EE | $3,457 | $5,680-39.1% | $6,842-49.5% | $3,740-7.6% |
| Admin fee / account holder | $8,041 | $6,053+32.9% | $9,309-13.6% | $5,306+51.5% |