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 | $43,336 | $162,781-73.4% | $133,956-67.6% | $158,922-72.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.95% | 41.94%-38.0pp | 45.09%-41.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,206 | $4,975-55.7% | $3,919-43.7% | $4,761-53.7% |
| Participant deferral / active EE | $5,888 | $5,911-0.4% | $5,048+16.7% | $5,982-1.6% |
| Admin fee / account holder | $352 | $11,736-97.0% | $8,927-96.1% | $11,246-96.9% |