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 | $53,347 | $162,781-67.2% | $133,956-60.2% | $158,922-66.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.46% | 41.94%-39.5pp | 45.09%-42.6pp | 302.83%-300.4pp |
| Employer contribution / active EE | $2,334 | $4,975-53.1% | $3,919-40.4% | $4,761-51.0% |
| Participant deferral / active EE | $5,745 | $5,911-2.8% | $5,048+13.8% | $5,982-4.0% |
| Admin fee / account holder | $31,447 | $11,736+167.9% | $8,927+252.3% | $11,246+179.6% |