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 | $33,803 | $172,111-80.4% | $150,298-77.5% | $137,256-75.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.72% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,172 | $4,636-31.6% | $4,154-23.7% | $4,156-23.7% |
| Participant deferral / active EE | $5,650 | $6,166-8.4% | $5,453+3.6% | $6,407-11.8% |
| Admin fee / account holder | $460,154 | $16,471+2693.7% | $14,116+3159.9% | $12,270+3650.2% |