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 | $32,308 | $114,381-71.8% | $107,525-70.0% | $142,382-77.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.77% | 242.71%-237.9pp | 181.32%-176.5pp | 217.08%-212.3pp |
| Employer contribution / active EE | $14,457 | $4,015+260.1% | $3,754+285.2% | $4,299+236.3% |
| Participant deferral / active EE | $8,588 | $5,564+54.3% | $5,116+67.9% | $6,507+32.0% |
| Admin fee / account holder | $97,566 | $9,860+889.5% | $8,919+993.9% | $12,624+672.9% |