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 | $42,138 | $86,891-51.5% | $142,449-70.4% | $75,163-43.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 11.05% | 23.31%-12.3pp | 19.99%-8.9pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,965 | $3,355-41.4% | $4,847-59.5% | $2,670-26.4% |
| Participant deferral / active EE | $3,125 | $4,938-36.7% | $6,283-50.3% | $4,125-24.3% |
| Admin fee / account holder | $33,750 | $7,299+362.4% | $10,011+237.1% | $5,651+497.2% |