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 | $36,731 | $183,963-80.0% | $162,163-77.3% | $152,861-76.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 1.94% | 150.76%-148.8pp | 115.59%-113.7pp | 345.32%-343.4pp |
| Employer contribution / active EE | $5,025 | $6,371-21.1% | $5,614-10.5% | $4,762+5.5% |
| Participant deferral / active EE | $6,835 | $8,034-14.9% | $7,298-6.3% | $5,850+16.8% |
| Admin fee / account holder | $5,751 | $13,121-56.2% | $10,843-47.0% | $11,596-50.4% |