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 | $51,851 | $115,882-55.3% | $100,516-48.4% | $158,922-67.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.06% | 34.79%-30.7pp | 30.89%-26.8pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,876 | $4,103-29.9% | $3,418-15.9% | $4,761-39.6% |
| Participant deferral / active EE | $7,168 | $6,674+7.4% | $6,270+14.3% | $5,982+19.8% |
| Admin fee / account holder | $49,875 | $10,995+353.6% | $8,081+517.2% | $11,246+343.5% |