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 | $30,620 | $104,251-70.6% | $91,001-66.4% | $147,584-79.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.80% | 27.06%-19.3pp | 4.60%+3.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $978 | $3,116-68.6% | $2,456-60.2% | $4,876-79.9% |
| Participant deferral / active EE | $1,298 | $4,195-69.1% | $3,547-63.4% | $5,439-76.1% |
| Admin fee / account holder | $14,520 | $8,948+62.3% | $5,417+168.0% | $10,885+33.4% |