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 | $38,899 | $77,419-49.8% | $69,455-44.0% | $152,861-74.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.53% | 39.06%-36.5pp | 28.97%-26.4pp | 345.32%-342.8pp |
| Employer contribution / active EE | $11,898 | $3,315+258.9% | $2,779+328.2% | $4,762+149.8% |
| Participant deferral / active EE | $948 | $4,414-78.5% | $3,535-73.2% | $5,850-83.8% |
| Admin fee / account holder | $4,947 | $6,207-20.3% | $3,839+28.9% | $11,596-57.3% |