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 | $29,255 | $81,632-64.2% | $70,449-58.5% | $158,922-81.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.13% | 208.40%-204.3pp | 109.03%-104.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,545 | $3,217-20.9% | $2,737-7.0% | $4,761-46.5% |
| Participant deferral / active EE | $3,407 | $4,554-25.2% | $3,709-8.1% | $5,982-43.0% |
| Admin fee / account holder | $618 | $6,193-90.0% | $3,845-83.9% | $11,246-94.5% |