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 | $23,195 | $95,266-75.7% | $82,389-71.8% | $142,382-83.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.20% | 25.74%-16.5pp | 28.67%-19.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,599 | $2,991-13.1% | $2,517+3.3% | $4,299-39.5% |
| Participant deferral / active EE | $1,079 | $4,809-77.6% | $4,155-74.0% | $6,507-83.4% |
| Admin fee / account holder | $36,767 | $8,563+329.3% | $7,231+408.5% | $12,624+191.3% |