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 | $43,579 | $95,561-54.4% | $77,163-43.5% | $139,434-68.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.82% | 54.92%-51.1pp | 37.87%-34.1pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,647 | $3,147-47.7% | $2,535-35.0% | $4,751-65.3% |
| Participant deferral / active EE | $2,233 | $4,624-51.7% | $3,833-41.8% | $6,710-66.7% |
| Admin fee / account holder | $1,100 | $8,295-86.7% | $5,472-79.9% | $11,403-90.4% |