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 | $48,392 | $54,705-11.5% | $71,209-32.0% | $84,808-42.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.05% | 35.90%-22.8pp | 282.51%-269.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,338 | $2,158+54.7% | $2,721+22.7% | $2,631+26.9% |
| Participant deferral / active EE | $4,833 | $3,030+59.5% | $4,175+15.8% | $4,212+14.8% |
| Admin fee / account holder | $609 | $4,863-87.5% | $5,349-88.6% | $7,344-91.7% |