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 | $50,606 | $127,777-60.4% | $106,548-52.5% | $167,490-69.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.22% | 33.87%-27.6pp | 26.80%-20.6pp | 478.56%-472.3pp |
| Employer contribution / active EE | $1,100 | $3,427-67.9% | $2,819-61.0% | $4,837-77.3% |
| Participant deferral / active EE | $3,104 | $5,087-39.0% | $4,398-29.4% | $6,341-51.1% |
| Admin fee / account holder | $865 | $11,228-92.3% | $7,407-88.3% | $12,309-93.0% |