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 | $22,459 | $94,752-76.3% | $112,887-80.1% | $139,434-83.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.26% | 40.88%-33.6pp | 34.10%-26.8pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,418 | $4,625-69.3% | $4,563-68.9% | $4,751-70.2% |
| Participant deferral / active EE | $4,815 | $6,512-26.1% | $6,513-26.1% | $6,710-28.2% |
| Admin fee / account holder | $433 | $8,527-94.9% | $7,047-93.9% | $11,403-96.2% |