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 | $31,191 | $110,257-71.7% | $96,544-67.7% | $139,434-77.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.42% | 26.32%-20.9pp | 25.84%-20.4pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,592 | $3,620-56.0% | $2,965-46.3% | $4,751-66.5% |
| Participant deferral / active EE | $3,305 | $5,548-40.4% | $4,851-31.9% | $6,710-50.7% |
| Admin fee / account holder | $2,128 | $11,591-81.6% | $8,252-74.2% | $11,403-81.3% |