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 | $52,311 | $105,126-50.2% | $94,646-44.7% | $139,434-62.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.00% | 38.03%-29.0pp | 156.71%-147.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $732 | $4,106-82.2% | $3,672-80.1% | $4,751-84.6% |
| Participant deferral / active EE | $3,125 | $7,599-58.9% | $7,418-57.9% | $6,710-53.4% |
| Admin fee / account holder | $20,160 | $8,984+124.4% | $7,231+178.8% | $11,403+76.8% |