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 | $31,121 | $54,705-43.1% | $71,209-56.3% | $84,808-63.3% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 10.49% | 35.90%-25.4pp | 282.51%-272.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,269 | $2,158+5.2% | $2,721-16.6% | $2,631-13.7% |
| Participant deferral / active EE | $955 | $3,030-68.5% | $4,175-77.1% | $4,212-77.3% |
| Admin fee / account holder | $12,710 | $4,863+161.3% | $5,349+137.6% | $7,344+73.1% |