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 | $44,708 | $105,859-57.8% | $90,160-50.4% | $147,584-69.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.86% | 37.63%-27.8pp | 34.88%-25.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $814 | $4,126-80.3% | $3,318-75.5% | $4,876-83.3% |
| Participant deferral / active EE | $10,105 | $5,733+76.3% | $5,288+91.1% | $5,439+85.8% |
| Admin fee / account holder | $22,133 | $8,046+175.1% | $5,943+272.4% | $10,885+103.3% |