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 | $40,170 | $112,096-64.2% | $95,952-58.1% | $158,922-74.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.39% | 171.09%-167.7pp | 91.61%-88.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $901 | $3,198-71.8% | $2,541-64.5% | $4,761-81.1% |
| Participant deferral / active EE | $2,623 | $4,784-45.2% | $4,167-37.1% | $5,982-56.2% |
| Admin fee / account holder | $4,598 | $10,130-54.6% | $6,795-32.3% | $11,246-59.1% |