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 | $45,852 | $209,336-78.1% | $197,124-76.7% | $137,256-66.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.18% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,354 | $6,591-49.1% | $6,227-46.1% | $4,156-19.3% |
| Participant deferral / active EE | $3,326 | $9,614-65.4% | $9,135-63.6% | $6,407-48.1% |
| Admin fee / account holder | $1,078 | $17,308-93.8% | $16,298-93.4% | $12,270-91.2% |