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 | $35,415 | $106,515-66.8% | $96,683-63.4% | $139,434-74.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.32% | 38.43%-30.1pp | 35.69%-27.4pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,303 | $4,103-43.9% | $3,737-38.4% | $4,751-51.5% |
| Participant deferral / active EE | $1,505 | $5,454-72.4% | $4,878-69.1% | $6,710-77.6% |
| Admin fee / account holder | $546 | $7,877-93.1% | $6,730-91.9% | $11,403-95.2% |