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 | $33,636 | $99,877-66.3% | $84,966-60.4% | $145,922-76.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.33% | 83.76%-76.4pp | 66.38%-59.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $963 | $3,231-70.2% | $2,727-64.7% | $4,660-79.3% |
| Participant deferral / active EE | $2,416 | $5,291-54.3% | $4,519-46.5% | $6,688-63.9% |
| Admin fee / account holder | $2,811 | $7,248-61.2% | $6,149-54.3% | $13,397-79.0% |