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 | $30,446 | $100,773-69.8% | $88,946-65.8% | $142,382-78.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.84% | 70.18%-61.3pp | 57.82%-49.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,350 | $2,918-53.7% | $2,555-47.2% | $4,299-68.6% |
| Participant deferral / active EE | $1,306 | $5,230-75.0% | $4,581-71.5% | $6,507-79.9% |
| Admin fee / account holder | $690 | $9,693-92.9% | $8,261-91.6% | $12,624-94.5% |