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 | $43,701 | $79,944-45.3% | $98,439-55.6% | $75,163-41.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 8.86% | 19.75%-10.9pp | 21.16%-12.3pp | 160.62%-151.8pp |
| Employer contribution / active EE | $4,010 | $2,264+77.1% | $3,048+31.6% | $2,670+50.2% |
| Participant deferral / active EE | $2,676 | $3,752-28.7% | $4,738-43.5% | $4,125-35.1% |
| Admin fee / account holder | $944 | $6,840-86.2% | $8,948-89.4% | $5,651-83.3% |