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 | $45,921 | $127,777-64.1% | $106,548-56.9% | $167,490-72.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.83% | 33.87%-26.0pp | 26.80%-19.0pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,204 | $3,427-35.7% | $2,819-21.8% | $4,837-54.4% |
| Participant deferral / active EE | $1,884 | $5,087-63.0% | $4,398-57.2% | $6,341-70.3% |
| Admin fee / account holder | $61,722 | $11,228+449.7% | $7,407+733.3% | $12,309+401.4% |