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 | $37,346 | $185,822-79.9% | $169,993-78.0% | $139,434-73.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.52% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $4,087 | $7,590-46.2% | $6,785-39.8% | $4,751-14.0% |
| Participant deferral / active EE | $5,992 | $11,622-48.4% | $10,408-42.4% | $6,710-10.7% |
| Admin fee / account holder | $42,900 | $15,381+178.9% | $12,815+234.8% | $11,403+276.2% |