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 | $20,432 | $84,233-75.7% | $170,442-88.0% | $70,131-70.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.08% | 23.06%-14.0pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,635 | $3,387-51.7% | $5,433-69.9% | $2,342-30.2% |
| Participant deferral / active EE | $1,014 | $3,086-67.1% | $4,939-79.5% | $3,332-69.6% |
| Admin fee / account holder | $398 | $5,698-93.0% | $13,880-97.1% | $4,645-91.4% |