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 | $37,387 | $109,817-66.0% | $98,442-62.0% | $167,490-77.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.83% | 1956.69%-1947.9pp | 1492.73%-1483.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,890 | $3,224+20.6% | $2,960+31.4% | $4,837-19.6% |
| Participant deferral / active EE | $1,931 | $4,673-58.7% | $4,276-54.8% | $6,341-69.5% |
| Admin fee / account holder | $4,939 | $6,753-26.9% | $5,949-17.0% | $12,309-59.9% |