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 | $31,106 | $185,822-83.3% | $169,993-81.7% | $139,434-77.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.65% | 60.50%-55.8pp | 53.37%-48.7pp | 372.94%-368.3pp |
| Employer contribution / active EE | $2,099 | $7,590-72.3% | $6,785-69.1% | $4,751-55.8% |
| Participant deferral / active EE | $3,017 | $11,622-74.0% | $10,408-71.0% | $6,710-55.0% |
| Admin fee / account holder | $2,838 | $15,381-81.6% | $12,815-77.9% | $11,403-75.1% |