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 | $40,548 | $124,281-67.4% | $109,143-62.8% | $167,490-75.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.61% | 26.04%-20.4pp | 25.75%-20.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $2,679 | $4,207-36.3% | $3,722-28.0% | $4,837-44.6% |
| Participant deferral / active EE | $5,332 | $5,255+1.5% | $4,653+14.6% | $6,341-15.9% |
| Admin fee / account holder | $2,342 | $7,970-70.6% | $6,752-65.3% | $12,309-81.0% |