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 | $36,917 | $111,535-66.9% | $105,223-64.9% | $137,256-73.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.41% | 237.85%-228.4pp | 180.65%-171.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,717 | $3,939-56.4% | $3,689-53.5% | $4,156-58.7% |
| Participant deferral / active EE | $2,343 | $5,500-57.4% | $5,072-53.8% | $6,407-63.4% |
| Admin fee / account holder | $14,274 | $9,721+46.8% | $8,859+61.1% | $12,270+16.3% |