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 | $14,316 | $53,516-73.2% | $126,539-88.7% | $84,808-83.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.07% | 58.34%-45.3pp | 425.95%-412.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,758 | $1,535+14.5% | $3,674-52.2% | $2,631-33.2% |
| Participant deferral / active EE | $1,377 | $2,671-48.4% | $4,083-66.3% | $4,212-67.3% |
| Admin fee / account holder | $2,099 | $4,497-53.3% | $6,065-65.4% | $7,344-71.4% |