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 | $41,582 | $53,127-21.7% | $86,590-52.0% | $70,131-40.7% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 10.45% | 27.66%-17.2pp | 964.84%-954.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,932 | $2,068-6.6% | $2,839-32.0% | $2,342-17.5% |
| Participant deferral / active EE | $4,068 | $2,696+50.9% | $3,609+12.7% | $3,332+22.1% |
| Admin fee / account holder | $14,006 | $3,585+290.6% | $4,906+185.5% | $4,645+201.5% |