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 | $36,107 | $180,028-79.9% | $138,135-73.9% | $158,922-77.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 4.01% | 21.68%-17.7pp | 20.51%-16.5pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,061 | $7,470-72.4% | $5,587-63.1% | $4,761-56.7% |
| Participant deferral / active EE | $5,736 | $7,717-25.7% | $6,431-10.8% | $5,982-4.1% |
| Admin fee / account holder | $4,110 | $17,912-77.1% | $11,856-65.3% | $11,246-63.5% |