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 | $36,238 | $198,466-81.7% | $170,442-78.7% | $147,584-75.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.11% | 257.29%-250.2pp | 205.93%-198.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,839 | $6,184-70.3% | $5,433-66.1% | $4,876-62.3% |
| Participant deferral / active EE | $9,983 | $5,629+77.3% | $4,939+102.1% | $5,439+83.5% |
| Admin fee / account holder | $7,638 | $16,852-54.7% | $13,880-45.0% | $10,885-29.8% |