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 | $47,049 | $111,754-57.9% | $103,333-54.5% | $145,922-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.34% | 24.77%-17.4pp | 24.88%-17.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,910 | $4,212-54.7% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $3,666 | $5,619-34.7% | $5,057-27.5% | $6,688-45.2% |
| Admin fee / account holder | $3,115 | $9,750-68.1% | $8,355-62.7% | $13,397-76.7% |