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 | $31,018 | $81,632-62.0% | $70,449-56.0% | $158,922-80.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.09% | 208.40%-205.3pp | 109.03%-105.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,793 | $3,217-13.2% | $2,737+2.0% | $4,761-41.3% |
| Participant deferral / active EE | $3,645 | $4,554-20.0% | $3,709-1.7% | $5,982-39.1% |
| Admin fee / account holder | $12,690 | $6,193+104.9% | $3,845+230.0% | $11,246+12.8% |