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 | $33,053 | $114,381-71.1% | $107,525-69.3% | $142,382-76.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.71% | 242.71%-235.0pp | 181.32%-173.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $10,583 | $4,015+163.6% | $3,754+181.9% | $4,299+146.2% |
| Participant deferral / active EE | $6,357 | $5,564+14.2% | $5,116+24.3% | $6,507-2.3% |
| Admin fee / account holder | $20,074 | $9,860+103.6% | $8,919+125.1% | $12,624+59.0% |