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 | $49,938 | $162,781-69.3% | $133,956-62.7% | $158,922-68.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.98% | 41.94%-40.0pp | 45.09%-43.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,243 | $4,975-75.0% | $3,919-68.3% | $4,761-73.9% |
| Participant deferral / active EE | $5,390 | $5,911-8.8% | $5,048+6.8% | $5,982-9.9% |
| Admin fee / account holder | $703 | $11,736-94.0% | $8,927-92.1% | $11,246-93.8% |