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 | $44,832 | $117,983-62.0% | $101,794-56.0% | $142,382-68.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 6.56% | 36.92%-30.4pp | 30.53%-24.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,163 | $2,773-58.0% | $2,289-49.2% | $4,299-72.9% |
| Participant deferral / active EE | $2,507 | $4,714-46.8% | $4,084-38.6% | $6,507-61.5% |
| Admin fee / account holder | $62,968 | $10,433+503.5% | $8,777+617.4% | $12,624+398.8% |