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 | $29,436 | $77,899-62.2% | $149,673-80.3% | $75,163-60.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 4.11% | 31.72%-27.6pp | 134.42%-130.3pp | 160.62%-156.5pp |
| Employer contribution / active EE | $1,766 | $3,137-43.7% | $4,818-63.3% | $2,670-33.8% |
| Participant deferral / active EE | $1,420 | $3,411-58.4% | $5,680-75.0% | $4,125-65.6% |
| Admin fee / account holder | $4,084 | $5,956-31.4% | $13,210-69.1% | $5,651-27.7% |