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 | $28,075 | $228,332-87.7% | $185,823-84.9% | $158,922-82.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.98% | 40.80%-37.8pp | 35.95%-33.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $2,842 | $4,967-42.8% | $4,087-30.5% | $4,761-40.3% |
| Participant deferral / active EE | $5,993 | $6,415-6.6% | $5,632+6.4% | $5,982+0.2% |
| Admin fee / account holder | $55,577 | $11,864+368.5% | $9,500+485.0% | $11,246+394.2% |