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 | $41,687 | $165,912-74.9% | $122,332-65.9% | $147,584-71.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.14% | 34.55%-34.4pp | 30.27%-30.1pp | 578.55%-578.4pp |
| Employer contribution / active EE | $6,589 | $5,754+14.5% | $4,050+62.7% | $4,876+35.1% |
| Participant deferral / active EE | $6,857 | $4,005+71.2% | $3,287+108.6% | $5,439+26.1% |
| Admin fee / account holder | $678 | $7,424-90.9% | $5,478-87.6% | $10,885-93.8% |