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 | $15,371 | $101,069-84.8% | $81,478-81.1% | $147,584-89.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.88% | 32.40%-27.5pp | 38.78%-33.9pp | 578.55%-573.7pp |
| Employer contribution / active EE | $1,913 | $3,205-40.3% | $2,568-25.5% | $4,876-60.8% |
| Participant deferral / active EE | $3,600 | $4,242-15.1% | $3,537+1.8% | $5,439-33.8% |
| Admin fee / account holder | $8,200 | $5,812+41.1% | $4,561+79.8% | $10,885-24.7% |